AMTI charges an annual advisory fee of up to 1.75%, calculated on average daily balances and billed quarterly. Fees are negotiable based on assets invested. Clients utilizing the UMA platform may incur additional sub-advisor fees. A 1% account setup recovery fee applies to withdrawals within the first 12 months. Execution charges are temporarily waived, but other brokerage-related fees may apply. AMTI may receive compensation from fund sponsors, creating a potential conflict of interest. A 0.50% annual fee will be charged quarterly in arrears 12 months after the account has been funded with the minimum deposit requirement.
220 Alhambra Circle, 2nd Floor, Coral Gables, FL, 33134
Get directionsDaisy is the manager of Montoya Investments Orlando LLC (since 2022) and 2448 Reading LLC (since 2024), both created to hold real estate property. She will receive rental income from these investment properties and will not dedicate time during securities trading hours to this activity.