Monteith Wealth, LLC offers ongoing portfolio management services tailored to each client's goals, risk tolerance, and time horizon. They create an Investment Policy Statement for each client and require authority to make trades without asking first. Monteith Wealth generally limits its investment advice to mutual funds, fixed income securities, insurance products including annuities, equities, and ETFs.
Assets Under Management$74M
Clients90
Advisors2
Avg. per Client$820K
Avg. per Advisor$37M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management
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
Your Portfolio Value
$500K
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Estimated Annual Fee
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