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Review",628061319,"wealthfront-review","discover/financial-advice/wealthfront-review",{"text":1844,"type":22},"may be worth considering, while those wanting similarly high‑touch discretionary wealth management could compare BMO with alternatives such as ",{"text":1846,"type":22,"marks":1847},"RBC Wealth Management",[1848],{"type":31,"attrs":1849},{"href":1850,"uuid":1851,"anchor":34,"target":35,"linktype":74,"story":1852},"/discover/financial-advice/rbc-wealth-management-review","e1c7674d-f03b-4ac0-a65b-53161e07d3cb",{"name":1853,"id":1854,"uuid":1851,"slug":1855,"url":1856,"full_slug":1856,"_stopResolving":558},"RBC Wealth Management review",668650588,"rbc-wealth-management-review","discover/financial-advice/rbc-wealth-management-review",{"text":1858,"type":22},", ",{"text":1860,"type":22,"marks":1861},"Mariner Wealth Advisors 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the",[1891],{"type":129,"attrs":1892},{"color":790},{"text":1894,"type":22,"marks":1895}," BMO Wealth Management website",[1896,1899,1901],{"type":31,"attrs":1897},{"href":1898,"uuid":34,"anchor":34,"target":34,"linktype":36},"https://uswealth.bmo.com/",{"type":129,"attrs":1900},{"color":819},{"type":821},{"text":1903,"type":22,"marks":1904},". Once there, you will find options to call the company, find an advisor or office, or fill in your contact details to schedule a call with one of BMO Wealth Management’s wealth advisors. ",[1905],{"type":129,"attrs":1906},{"color":790},{"type":18,"attrs":1908,"content":1909},{"textAlign":34},[1910],{"text":1911,"type":22,"marks":1912},"It’s not as simple as signing up online, as with some other advisories or brokers.",[1913],{"type":129,"attrs":1914},{"color":790},{"type":18,"attrs":1916,"content":1917},{"textAlign":34},[1918],{"text":1919,"type":22,"marks":1920},"Remember: The firm caters exclusively to high-net-worth clients. The BMO Wealth Management minimum investment is $30 million or a net worth of $100 million, so if you do not meet these criteria, you'll likely need to explore other options.",[1921],{"type":129,"attrs":1922},{"color":790},{"type":764,"attrs":1924,"content":1925},{"level":766,"textAlign":34},[1926,1931],{"text":1927,"type":22,"marks":1928},"Get expert financial advice ",[1929],{"type":129,"attrs":1930},{"color":12},{"text":771,"type":22,"marks":1932},[1933],{"type":129,"attrs":1934},{"color":1373},{"type":18,"attrs":1936,"content":1937},{"textAlign":34},[1938],{"text":1939,"type":22,"marks":1940},"BMO Wealth Management provides a comprehensive suite of financial services designed for high-net-worth individuals and families. ",[1941],{"type":129,"attrs":1942},{"color":790},{"type":18,"attrs":1944,"content":1945},{"textAlign":34},[1946],{"text":1947,"type":22,"marks":1948},"With its client-centric approach, transparent fee structure, and strong legacy, the firm stands out as a prominent player in the financial advisory landscape, offering personalized solutions to help clients achieve their long-term financial objectives.  ",[1949],{"type":129,"attrs":1950},{"color":790},{"type":18,"attrs":1952,"content":1953},{"textAlign":34},[1954,1959,1967],{"text":1955,"type":22,"marks":1956},"Connect with a trusted financial advisor through Unbiased for expert ",[1957],{"type":129,"attrs":1958},{"color":790},{"text":1960,"type":22,"marks":1961},"financial advice",[1962,1964,1966],{"type":31,"attrs":1963},{"href":816,"uuid":34,"anchor":34,"target":34,"linktype":36},{"type":129,"attrs":1965},{"color":819},{"type":821},{"text":1968,"type":22,"marks":1969}," tailored to your investment needs and aspirations.",[1970],{"type":129,"attrs":1971},{"color":790},{"_uid":1973,"text":1974,"component":1975},"5b3b9f72-27f2-4839-9891-7dee0d95b3e9","Frequently asked 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fiduciary?",{"_uid":2074,"text":2075,"title":2109,"component":2043},"ed0edd6c-bbb6-4bd2-86a1-346eefb1dd76",{"type":15,"content":2076},[2077],{"type":18,"content":2078},[2079,2084,2091,2099,2104],{"text":2080,"type":22,"marks":2081},"The firm caters to high-net-worth clients, so BMO Wealth Management",[2082],{"type":129,"attrs":2083},{"color":790},{"text":2085,"type":22,"marks":2086}," ",[2087,2089],{"type":31,"attrs":2088},{"href":865,"uuid":34,"anchor":34,"target":34,"linktype":36},{"type":129,"attrs":2090},{"color":790},{"text":2092,"type":22,"marks":2093},"requires its clients",[2094,2096,2098],{"type":31,"attrs":2095},{"href":865,"uuid":34,"anchor":34,"target":34,"linktype":36},{"type":129,"attrs":2097},{"color":819},{"type":821},{"text":2085,"type":22,"marks":2100},[2101,2103],{"type":129,"attrs":2102},{"color":819},{"type":821},{"text":2105,"type":22,"marks":2106},"to have a net worth of at least $100 million, or $30 million in investable assets.",[2107],{"type":129,"attrs":2108},{"color":790},"What are the requirements to open an account with BMO Wealth Management?",{"_uid":2111,"text":2112,"title":2121,"component":2043},"a5fd573c-65bf-4a38-8c32-af3df691d290",{"type":15,"content":2113},[2114],{"type":18,"content":2115},[2116],{"text":2117,"type":22,"marks":2118},"The company’s fee schedule depends on several factors; however, there’s a minimum annual fee of $180,000, which can be negotiated.",[2119],{"type":129,"attrs":2120},{"color":790},"What is the minimum annual fee that BMO Wealth Management charges?",{"_uid":2123,"text":2124,"title":2133,"component":2043},"9a67f11f-1771-4a9d-b85d-4ba830fc5d36",{"type":15,"content":2125},[2126],{"type":18,"content":2127},[2128],{"text":2129,"type":22,"marks":2130},"No, you’ll need to either reach out to the company to schedule an introductory call or work through an advisor to put you in touch.",[2131],{"type":129,"attrs":2132},{"color":790},"Can I open an account with BMO Wealth 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Becker","2025-01-10T11:51:14.455Z","2025-01-30T14:52:03.039Z","2025-01-30T14:52:03.057Z",607154682,"09bb7221-6f0c-4658-b848-7e36ebcd0bad",{"job":2163,"_uid":2164,"name":2156,"image":2165,"component":2169,"education":2170,"expertise":2171,"description":2172},"Content Writer","a6e3129c-eeee-4438-8204-797883981521",{"id":2166,"alt":12,"name":12,"focus":12,"title":12,"source":12,"filename":2167,"copyright":12,"fieldtype":1351,"meta_data":2168,"is_external_url":543},19801714,"https://a.storyblok.com/f/185166/718x589/9ca4a8253d/sam-becker.png",{},"article-author","Washington State University, BA in Broadcast Journalism","Sam's work has appeared in Fortune, CNBC, Fast Company, Seattle Business Magazine and more.\nHe co-founded Overcast Merch in 2010, which is now a multi-million dollar operation in Southern California. 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He has worked as a business and finance journalist and writer for more than a decade, working with media publications, brands, and experts in the field","sam-becker","authors/sam-becker",-30,[],224651374,"b6843cc0-0c6f-4c2c-9be0-fa917cc6d63e","2025-01-10T11:52:17.156Z",[],[2182,2193],{"_uid":2183,"list":2184,"cta_link":55,"cta_text":2185,"component":2186,"window_label":12,"window_title":2187},"06320604-4edf-4bcd-a250-c09b582fc7a9","Unbiased can connect you with an SEC-regulated financial advisor suited to meet your needs.","Match with a financial advisor","app-banner",{"type":15,"content":2188},[2189],{"type":18,"content":2190},[2191],{"text":2192,"type":22},"Looking for a financial advisor?",{"_uid":2194,"body":2195,"title":2211,"component":2212},"7c27122a-969b-4ae2-9d6d-3f5b797cd377",[2196,2199,2203,2207],{"_uid":2197,"href":1417,"text":2198,"component":542,"openInNewWindow":558},"b6b7a829-a3dd-4655-8990-9c4ae6d23b95","Best wealth management firms",{"_uid":2200,"href":2201,"text":2202,"component":542,"openInNewWindow":558},"49456497-2198-44d7-89f1-63f51a97dfd6","https://www.unbiased.com/discover/financial-advice/citi-personal-wealth-management-review","Citi Personal Wealth Management",{"_uid":2204,"href":2205,"text":2206,"component":542,"openInNewWindow":558},"94812d1e-75ce-4c55-912b-5068f9d92f27","https://www.unbiased.com/discover/financial-advice/morgan-stanley-private-wealth","Morgan Stanley Private Wealth Management ",{"_uid":2208,"href":2209,"text":2210,"component":542,"openInNewWindow":558},"bf44d671-800e-455e-9594-4d5e31678700","https://www.unbiased.com/discover/financial-advice/bank-of-america-wealth-management","Bank of America Wealth Management","Related articles","app-links-list",{"title":750,"plugin":2214,"og_image":12,"og_title":12,"description":2215,"twitter_image":12,"twitter_title":12,"og_description":12,"twitter_description":12},"seo_metatags","Discover BMO Wealth Management: services, performance, fees, and more. 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