Montchanin Asset Management manages investments primarily in U.S. large-cap stocks for individuals, families, charities, and small businesses. Montchanin makes investment decisions internally using its own research. They manage each portfolio individually and follow a core investment style, investing in stocks that combine growth and value characteristics.
Assets Under Management$110M
Clients64
Advisors2
Avg. per Client$1.8M
Avg. per Advisor$56M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Minimum Annual Fee:$2,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $4.0M | 0.85% |
| $4M+ | 0.75% |
Fees are negotiable depending on the source and size of the account.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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