What fees does MONTAG charge for portfolio management? Do you have an annual minimum fee?

April 20, 2022

The annual Portfolio Management Fee schedule is based on a percentage of assets under management and is available upon request by email to [email protected].  As set forth in our annual ADV disclosure document, MONTAG may make exceptions to its fee schedule or negotiate special fee arrangements where MONTAG deems it appropriate under the circumstances.   Our “STANDARD SCHEDULE OF FEES” accompanies each “CONTRACTUAL LETTER OF AGREEMENT” (the legal agreement that employs MONTAG as a client’s Investment Counsel). 

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