Montage Financial Advisors (MFA) manages investment portfolios based on clients' individual needs and goals. MFA also offers project-based financial planning services covering retirement, risk management, college savings, cash flow, debt management, employee benefits, and estate planning. MFA primarily uses passive investment management, building portfolios with various asset classes using index mutual funds or exchange-traded funds.
Fee Structure
Montage Financial Advisors charges a flat annual fee based on the value of your investments, paid quarterly in advance. The fee structure is tiered, meaning the rate is based on predefined asset levels. For clients with less than $333,333, the annual fee is 1.50% of the portfolio value. The fees will increase by 3 percent per year beginning on December 31, 2023.
Here's how the fees work for larger accounts:
- $0 - $750,000: $5,000 per year
- Next $500,000 ($750,001 - $1,250,000): $2,500 per year
- Next $750,000 ($1,250,001 - $2,000,000): $4,050 per year
- Next $1,500,000 ($2,000,001 - $3,500,000): $5,750 per year
- Over $3,500,001: $5,800 per year