Montreux Group provides customized wealth management and investment advisory services to individuals and high-net-worth clients. Montreux Group acts as a legal fiduciary, focusing on long-term investment strategies by building diversified portfolios primarily using low-cost mutual funds and exchange-traded funds, alongside individual stocks, bonds, and digital assets when appropriate. In addition to managing investments, Montreux Group offers comprehensive financial planning covering areas such as retirement planning, personal savings, education funding, and investment planning. Montreux Group does not charge a separate fee for financial planning, instead bundling it into wealth management services. Montreux Group is located in New York, New York, and is owned and operated by Fahad Hasan.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.90% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $3.0M | 0.70% |
| $3.0M - $4.0M | 0.60% |
| $4.0M - $5.0M | 0.50% |
| $5M+ | 0.40% |
Fees are negotiable at Montreux Group's sole discretion. Fixed income accounts have a separate lower fee schedule starting at 0.50% and scaling down to 0.20%.