MountainAire Financial Strategies builds long-term relationships with clients, helping them develop and monitor a financial plan to meet their goals. MountainAire provides financial planning services on topics such as retirement planning, risk management, college savings, and estate planning. Investment management is offered in conjunction with financial planning or as a standalone service.
Assets Under Management$27M
Clients59
Advisors1
Avg. per Client$460K
Avg. per Advisor$27M
Fee Structure
Planning is included in investment management (also available separately)
MountainAire Financial Strategies offers investment management services either as part of comprehensive financial planning or as a standalone service. If you choose investment management as a standalone service, you'll pay a flat quarterly fee ranging from $350 to $2,500, depending on the amount you invest.
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