Jack Monteith is a CFP-designated registered investment advisor at Monteith Wealth, based in Bozeman, MT, with 33 years of industry experience. Jack operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 90 clients with $74M 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 $100K | 1.90% |
| $100K - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.80% |
| $5M+ | 0.70% |
Fees are generally negotiable.
Fee Estimator
Location
517 S 22nd Ave., Suite 4, Bozeman, MT, 59718
Get directionsHistory
Regulatory History (1)
Regulatory
June 1996Other Business Activities
Jack is the owner/operator of Jack Monteith, CPA, a tax preparation and consultation business. He spends minimal time on this activity, offering tax advice and planning to existing clients.
Employment History
Current Registrations
Monteith Wealth
Previous Registrations
Advisory Services Network
Directional Financial Services
Empirical Wealth Management
Directional Financial Services
Empirical Wealth Management, LLC
Chinook Capital Management LLC
Birch and Monteith
Pentad Securities, INC.Broker
New England SecuritiesBroker
State Registrations4 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.