Sarah Burnett is a registered investment advisor at Montvue Capital Management, INC., based in Lynchburg, VA, with 27 years of industry experience. Sarah operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 3 more. Their firm serves 196 clients with $360M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.50% |
| $3M+ | 0.30% |
Fees may be negotiable depending on individual client circumstances. At MontVue's discretion, the account values of family members living in the same household may be combined to determine the applicable advisory fee. Legacy clients may be under a different fee schedule.
Fee Estimator
Location
900 Main Street, Lynchburg, VA, 24504
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Montvue Capital Management, INC.
State Registrations2 states
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