Montoya Wealth Management provides financial planning and investment management services to individuals and high-net-worth individuals. Services include retirement planning, risk management, tax planning, investment consultation, cash flow analysis, employee benefits review, and estate planning. Tax preparation services are offered through a separate agreement with Montoya Tax, LLC.
Assets Under Management$72M
Clients86
Advisors2
Avg. per Client$830K
Avg. per Advisor$36M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $3.0M | 0.40% |
| $3M+ | 0.20% |
For the benefit of discounting your asset-based fee, we will attempt to aggregate accounts for the same individual or two or more accounts within the same household.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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