Miramontes Capital manages investment portfolios and provides comprehensive financial planning and consulting services. The firm offers portfolio management through wrap fee programs, tailored to individual client goals, risk tolerance, and investment objectives. Clients can also utilize standalone financial planning and consulting services covering investment planning, retirement planning, estate planning, charitable planning, education planning, tax planning, real estate analysis, and insurance analysis. Miramontes Capital works with individuals, high-net-worth individuals, and pension or profit-sharing plans.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
Maximum fee is 2.25% per year, billed monthly in arrears. Clients using the Hedging Collar Strategy pay an additional 0.30% on those assets.