Assets Under Management
$2.7B
Number of Clients
506
Number of Advisors
8
Average Client AUM
$5.4M
AUM per Advisor
$343.3M
Compensation
Fee-Only (AUM)Fixed/Hourly
A. Montag & Associates, Inc. provides portfolio management and general consulting services. They gather client information to develop Investment Objectives, which are updated regularly. They manage investment portfolios on a discretionary basis and offer financial planning as a stand-alone or coupled service.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $5.0M | 0.90% |
| $5M+ | 0.50% |
The minimum portfolio value is generally set at $3,000,000. The minimum annual fee for any account is $27,000. We may, at our discretion, make exceptions to the foregoing or negotiate special fee arrangements where we deem it appropriate under the circumstances.
200 Galleria Parkway, Suite 1450, Atlanta, GA, 30339