Fees & FAQs
Annualized Management Fees
1.00%: First $1,000,000
0.50%: The next $2,000,000
0.30%: All over $3,000,000
Our minimum requirement for private investment management is $500,000 under management.
Financial Planning Fees
Annual Minimum Fee: $1,000
Fees may be negotiable depending on the scope and complexity of the plan, your situation, and your financial objectives.
You are invited to schedule an initial complimentary consultation.
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.