Monterra Advisors is an investment advisory firm that provides investment and wealth management services. Monterra works with families, high-net-worth individuals, entrepreneurs, athletes, and select institutions. The firm creates a tailored investment policy statement for each client to guide investment decisions. Monterra offers both discretionary and non-discretionary investment management. In addition to investment advisory services, Monterra also provides financial planning services, either integrated into the advisory relationship or provided on a fixed fee basis.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $25.0M | 0.40% |
| $25.0M - $50.0M | 0.40% |
| $50.0M - $100.0M | 0.40% |
| $100M+ | 0.25% |
There is typically a minimum annual Advisory Fee of $25,000. Qualified Clients may elect a blended arrangement that combines a reduced asset-based fee with a performance fee on net profits, typically ranging from 5% to 15%, calculated and billed annually. The advisory fee typically ranges from 0.25 % to 0.40% per annum.