TreMonte Financial Consultants offers investment advice and financial planning to individuals and other clients. They create tailored investment strategies using stocks, bonds, exchange traded funds (ETFs), and mutual funds. They also offer comprehensive financial management, financial planning, and retirement plan consulting. As a fiduciary, TreMonte Financial Consultants is legally required to act in the client’s best interest.
Assets Under Management$58M
Clients349
Advisors1
Avg. per Client$170K
Avg. per Advisor$58M
Fee Structure
TreMonte Financial Consultants offers two investment management options:
- Asset Management: The annual fee will not exceed 1.25% of your portfolio, billed monthly.
- Comprehensive Financial Management: The annual fee will not exceed 1.50% of your portfolio, billed monthly.
Fees are negotiable and deducted from your account.
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