Monticello Financial Advisors offers cashflow management, asset management, and financial planning services. Cashflow management helps balance investment income and tax considerations. Asset management involves developing investment strategies and managing risk. Financial planning includes income, tax, cashflow, investment, debt, retirement, education, estate, and charitable giving planning. Monticello also offers advisory annuities and works with third-party money managers.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.00% |
| $100K - $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 0.50% |
All fees are negotiable. Fees for cash/cash equivalents/index are 0.50%. Investment of funds withdrawn from any security or insurance product that was purchased through Monticello Financial Group, LLC., into investment accounts held through Monticello Financial Advisors will not be charged an advisory fee.