Mountain Wealth Management offers portfolio management services based on individual client goals and risk tolerance. They create an Investment Policy Statement for each client. They also offer financial planning services covering investment planning, life insurance, tax concerns, retirement planning, college planning, and debt/credit planning. They primarily recommend ETFs but may use other securities to diversify portfolios.
Assets Under Management$43M
Clients28
Advisors2
Avg. per Client$1.5M
Avg. per Advisor$22M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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