Fees & FAQs
Annualized Management Fees
1.00% on the first $1 million managed
0.50% on the next $2 million
0.30% on the balance
Our minimum requirement for private investment management is $500,000 under management.
Planning and Consultation Fees
Financial and life planning services are free of charge for existing management clients.
Hourly Fee: $150.00 per hour
Financial Plans starting at $200.00
Initial consultations are free of charge. Please inquire for pricing on Employer Sponsored Financial Wellness programs.
Frequently Asked Questions
At MontVue we’ve made an intentional decision to marry together our investment and planning services. It’s how we do our best work, and we seek clients who are looking for that blend. There are many fine investment managers who offer investments without financial and life planning. We’d be happy to make a recommendation.
Please see our Form ADV Part 2A brochure, which may be downloaded from this page. This brochure, which is a regulatory requirement, contains extensive detail on our business practices and qualifications.