MontVue Capital Management is a financial planning and money management firm. MontVue manages investment accounts for individuals, trusts, endowments, businesses and foundations. MontVue also provides financial planning and personal finance advice for investment management clients and on a stand‐alone basis for non‐investment‐management clients.
Assets Under Management$360M
Clients196
Advisors4
Avg. per Client$1.8M
Avg. per Advisor$89M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
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
Your Portfolio Value
$500K
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Estimated Annual Fee
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