Montag & Caldwell, an Advocacy Wealth Company
Assets Under Management
$577.0M
Number of Clients
194
Number of Advisors
N/A
Average Client AUM
$3.0M
AUM per Advisor
N/A
Compensation
Fee-Only (AUM)
About This Firm
Montag & Caldwell provides investment counseling, managing client portfolios and advising on investments in equity and fixed income securities. They also advise on the use of ETFs and mutual funds for some portfolios. Their investment approach involves selecting securities according to investment disciplines and including them in strategy-specific Model Portfolios.
Fee Structure
Our compensation is calculated and paid according to a schedule of fees agreed upon between M&C and the Client, generally based upon a percentage of assets under management. We generally invoice fees for payment quarterly in advance, although Clients have the option to request to pay fees quarterly in arrears. Although we generally require a minimum annual fee and adhere to a schedule of fees, we may, in our sole discretion, agree to a fee different from the annual minimum or standard schedule of fees. Clients will also incur fee charges by the custodian of the Client’s assets as well as brokerage and other transaction costs.
Areas of Practice
Location
3455 Peachtree Rd NE Ste 1500, Atlanta, GA, 30326-3280