Montebello Avenue, founded in 2017, offers investment management services, including designing and implementing portfolios based on client goals and risk tolerance. They also offer financial planning services for a monthly or quarterly fee, covering areas like debt management, retirement planning, and estate planning. Montebello Avenue also provides hourly financial planning and employer retirement plan consultation.
Assets Under Management$54M
Clients49
Advisors1
Avg. per Client$1.1M
Avg. per Advisor$54M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.20% |
| $1.0M - $5.0M | 0.80% |
| $5M+ | 0.40% |
Fees are negotiable. They may also charge a fixed, flat fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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