Montis Management offers investment portfolio management services, managing assets on a discretionary basis. The firm gathers client information to create an Investment Policy Statement, determining the appropriate asset allocation. Montis Management may invest client assets in ETFs, stocks, bonds, treasuries, private funds, and REITs. The firm also offers other consulting services on a case-by-case basis, providing financial advice and analysis of specific client objectives.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.33% |
Fees may be subject to negotiation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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