Miramontes Capital offers investment advice and financial planning to individuals and other clients. The firm creates financial plans covering investment, retirement, estate, education, and tax planning. They also manage investment portfolios through a wrap fee program. Miramontes Capital acts as a fiduciary, meaning they are legally required to act in your best interest.
Assets Under Management$400M
Clients744
Advisors8
Avg. per Client$530K
Avg. per Advisor$50M
Fee Structure
Minimum Investment:$75K
Planning is included in investment management
Miramontes Capital manages investment portfolios through a wrap fee program. The maximum fee for this service is 2.25% per year, billed monthly based on the value of your account. They also manage 529 college savings accounts, with a maximum fee of 0.65% per year, billed quarterly. Miramontes Capital may use third-party money managers to help manage your investments.
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