Montz Harcus Wealth Management is a registered investment advisor based in New Orleans, Louisiana, offering personalized investment management, comprehensive financial planning, and pension consulting. Founded in 2019, the firm builds customized portfolios based on each client's specific goals, risk tolerance, and time horizon. Montz Harcus Wealth Management uses a range of analytical methods, including cyclical, fundamental, quantitative, and technical analysis, and long-term trading strategies. Their comprehensive financial planning covers areas such as cash flow management, debt reduction, employee benefits optimization, executive compensation, college savings, retirement projections, tax strategies, and estate planning guidance. The firm primarily serves individuals, high-net-worth individuals, pension and profit-sharing plans, charitable organizations, and business entities. They also offer access to private alternative investments for qualified accredited investors through third-party managers.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.60% |
| $3.0M - $5.0M | 0.50% |
| $5.0M - $10.0M | 0.40% |
| $10M+ | 0.30% |
Fees are generally negotiable. Private alternative investments are charged separately at 1.00% up to $1M and 0.50% above $1M.