Montlake Capital Management provides investment advice for separately managed accounts. Montlake works with clients to determine investment objectives and then selects individual securities or investment funds. Client portfolios may include stocks, bonds, mutual funds, and exchange traded funds. Clients are not typically involved in individual security decisions. Montlake tailors its services to each client's needs and objectives.
Assets Under Management$5.5M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$5.5M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Minimum Annual Fee:$10,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $4.0M | 0.75% |
| $4M+ | 0.50% |
Fees are negotiable and may vary based on the amount of assets under management and the scope and complexity of services rendered. Minimum annual fee of $10,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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