Montag
Assets Under Management
$2.7B
Number of Clients
506
Number of Advisors
8
Average Client AUM
$5.4M
AUM per Advisor
$343.3M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
A. Montag & Associates, Inc. provides portfolio management and general consulting services. They develop investment objectives based on clients' financial circumstances and goals. Services include financial planning, which may be a stand-alone service or coupled with ongoing portfolio management. They manage investment portfolios on a discretionary basis, investing in individual stocks, mutual funds, ETFs, and fixed income investments.
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
Location
200 Galleria Parkway, Suite 1450, Atlanta, GA, 30339