Broker Check

We support your goals, and to that end we offer straight forward price structure options to fit your needs.  Our managed wealth (assets under management*) fees range from 0.5 - 1.25%.   Our cost-benefit approach makes 100% sense to our long-term multigenerational family clients and organizations receiving ongoing tax advantaged planning and effective wealth management and growth over the years.  Planning & Advisory (Individual and Corporate) annual fees range from $2,500 - $7,500.  Legacy Membership** is $1,200.  Join the Mont WealthSM family of clients who are already enjoying The Confident Wealth ExperienceTM.  You'll be so happy you did!  

*Minimum investment is $500,000 

**Legacy Membership is extended only to clients' immediate family members