Montello Wealth Management, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Montello Wealth Management provides personalized investment advisory services to individuals, trusts, estates, charitable organizations, corporations and employee benefit plans. Its service offerings include discretionary and non‑discretionary portfolio management, financial planning, and pension consulting for plan sponsors and plan participants.
The firm tailors portfolios to client objectives and provides ongoing supervision and rebalancing, drawing on charting, fundamental, technical and cyclical analysis to inform security selection. It advises on equities, bonds, mutual funds and ETFs, may employ strategies such as options or margin when appropriate, and can refer clients to third‑party money managers for delegated management.
Montello Wealth manages about $108.4 million in discretionary assets across 502 client relationships, a client load that is high relative to peers in its category. The firm is unusual among similar independent advisers in offering pension consulting and participant education, and it operates affiliated tax‑preparation and investment‑management entities; the firm’s principal also holds an ALM degree and CFP and CLU designations.
Client services
Expertise
Fee options
$0 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.80% $5,000,001+: 0.50%
$150 per hour, negotiable depending on complexity and scope
Account minimum: $100,000
Main office
2401 Pga Blvd, Ste 280
Palm Beach Gardens FL 44410
Advisors at this office
1
Most active in
Florida
Also doing business as
Montello Wealth Management, Inc. · Montello Wealth Management, Pa
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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