Mountain View Financial Advisors offers wealth management based on client goals, pension consulting for retirement plans, and financial planning and business consulting. Wealth management includes investment strategy, asset allocation, and portfolio monitoring. The firm primarily recommends ETFs and passive investments. Clients may impose restrictions on investments. All clients may terminate their advisory contract immediately upon written notice.
Fee Structure
Wealth management clients pay a fee based on the value of their portfolio. The annual rate ranges from 0.10% to 1.50%. The fee is calculated based on the average daily value of your portfolio. There is a $2,500 minimum annual fee, so even small accounts pay at least that much. Clients with managed assets less than $250,000 may be charged fees up to 1.5% annually due to minimum fees. Fees are negotiable.