Montana Jack Nietert
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 $1.0M | 1.00% |
| $1.0M - $2.5M | 0.85% |
| $2.5M - $4.0M | 0.70% |
| $4.0M - $6.0M | 0.60% |
| $6.0M - $8.0M | 0.50% |
| $8.0M - $18.0M | 0.60% |
| $18.0M - $23.0M | 0.40% |
| $23M+ | 0.35% |
Fees may be negotiable.
Fee Estimator
Investment management fees for SDWMA Personal Financial Services are based on a percentage of assets under management. For accounts over $1,000,000, the annual fee starts at 1.00% on the first $1,000,000. Fees may be negotiable. Financial planning services are generally included for investment management clients with household assets above $1,000,000. Otherwise, financial planning fees may be charged as a fixed fee or hourly rate ($250-$350/hour). Retirement Solutions fees range from 0.20% to 1.00% of AUM or are negotiable as a flat or project fee. SD Advantage IRA Platform fees will not exceed 0.75% annually and may be negotiated.
Areas of Practice
Advisor Information
Office location
2 Summit Park Dr Ste 215, Suite 215, Independence, OH, 44131
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
Montana is a private investor in Standard H2, Inc., a manufacturing company, since March 2023. This activity requires minimal time and is not investment-related.