Montz Harcus Wealth Management (MHWM) provides investment management and financial planning services. MHWM creates an Investment Policy Statement for each client, outlining their financial situation and risk tolerance. MHWM offers financial planning services on a one-time basis, and financial planning updates as a client’s situation may change after the initial plan is prepared. MHWM may direct clients to third-party investment advisers to manage all or a portion of the client's assets.
Assets Under Management$710M
Clients616
Advisors5
Avg. per Client$1.2M
Avg. per Advisor$140M
Fee Structure
Minimum Investment:$250K
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 - $3.0M | 0.50% |
| $3.0M - $5.0M | 0.40% |
| $5.0M - $10.0M | 0.35% |
| $10M+ | 0.30% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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