Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $5.0M | 0.90% |
| $5M+ | 0.50% |
The minimum portfolio value is generally set at $3,000,000. The minimum annual fee for any account is $27,000. Exceptions may be made at the firm's discretion.
Fee Estimator
Montag Wealth Management charges an annual fee based on a percentage of assets under management. The fee is 0.90% on the first $5,000,000 and 0.50% on the balance above $5,000,000. The minimum portfolio value is generally $3,000,000, and the minimum annual fee is $27,000. Financial planning services are offered to existing clients for no additional charge and are bundled with portfolio management services. For those who are not existing clients, the scope and fees will be negotiated at the time of engagement.
Areas of Practice
Advisor Information
Office location
200 Galleria Parkway, Suite 1450, Atlanta, GA, 30339
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Lawrence serves on the investment and oversight committee for the Collat Family Foundation and is an unpaid consultant on the investment committee for Bay Pine Holdings, LLC. He dedicates minimal time to each of these activities.