Montis Financial, LLC

Montis Financial, LLC, established in 2012, offers investment advice through financial planning and asset management services. The firm specializes in comprehensive planning and asset management for clients with $2 million or more in assets. Services include financial planning, retirement plan consulting, and investment recommendations encompassing various asset classes. Montis charges an asset-based fee ranging from 0.48% to 1.50% for comprehensive planning and asset management services, with a minimum fee of $2,500/quarter. Retirement plan consulting fees range from 0.3% to 0.8% of assets under management. The firm may recommend Schwab or Fidelity for brokerage and custodial services, considering factors like historical relationship and execution capabilities. Montis does not charge performance-based fees and does not vote client proxies. Clients maintain exclusive responsibility for voting securities. The firm does not have any financial conditions likely to impair meeting contractual commitments. Montis does not solicit fees exceeding $1,200 per client six months in advance and has not been subject to bankruptcy. Clients can impose restrictions on discretionary trading authority, and Montis does not vote client securities. For any questions, clients can contact Montis' Chief Compliance Officer, John Yanchek.