Christiane Delessert is a CFP-designated registered investment advisor at Montis Financial, LLC, based in Waltham, MA, with 31 years of industry experience. Christiane operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Estate Planning, High Net Worth, Investment Management, and 3 more. Their firm serves 541 clients with $1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Montis Financial charges a fee based on the value of your portfolio. The fee ranges from 0.48% to 1.50% annually. Fees are deducted from your account at the beginning of each period. If you end the relationship, you'll receive a refund for any unearned fees. There is a $2,500 minimum quarterly fee for new clients, which may be waived.
Contact
Christiane Delessert
Location
230 Third Avenue, Floor 5, Waltham, MA, 02451
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Montis Financial, LLC
Previous Registrations
Delessert Financial Services INC
Delessert Financial Services INC
Delessert Financial Services INC
State Registrations1 state
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.
Exams
Additional Information
Christiane continues to be extensively quoted in national and regional media, including theWall Street Journal,Business Week,Smart Money,Money, theBoston GlobeandForbes Magazine. In addition, she has served as an expert witness in civil cases involving fiduciary matters. She has been selected for recognition in theHeritage Registry of Who's Whowhich recognizes individuals who have attained a recognizable degree of success in their field and have contributed to the growth of their industry.