Mountain Goat Wealth Management provides asset management services to individuals, offering both discretionary and non-discretionary options. Investment strategies are tailored to individual client goals, time horizons, and risk tolerance. The firm may also hire sub-advisors to manage client assets. They also provide a review of Wills, Estate Plans and Trusts, Investments, Taxes, Qualified Plans, Insurance, Retirement Income, Social Security, College Planning, Gifting, Charitable Giving, and Property/Home Purchases at no additional cost.
Assets Under Management$4.2M
Clients38
Advisors3
Avg. per Client$110K
Avg. per Advisor$1.4M
www.youtube.com/@mountaingoatwm ·mountaingoatwealth.com ·www.linkedin.com/company/mountain-goat-wealth
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3M+ | 0.90% |
Fees are negotiable. Sub-advisor fees, if used, range from 0.15% - 0.70% and are charged separately.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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