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How does the advisor help clients – Key Takeaways:

MONTAGE FUND ADVISORS, LLC provides expert financial services to clients, using their wealth of experience and knowledge to guide clients towards their financial goals. Their services go beyond just giving advice; they work closely with clients to develop personalized financial plans and offer ongoing support and guidance.

Their team of advisors are well-versed in the complex world of finance and use their expertise to help clients make informed decisions about their finances. Whether it’s investing, retirement planning, or tax strategies, MONTAGE FUND ADVISORS, LLC has the skills and resources to help clients navigate their financial future.

Facts and Insights

MONTAGE FUND ADVISORS, LLC has been in business for over 10 years, during which they have managed over $500 million in assets and served numerous satisfied clients. They have also gained valuable insights into the financial industry and have a deep understanding of market trends and economic conditions.

Assets Under Management, Number of Advisors and Time in Business:

Year Founded Number of Advisors Assets Under Management (in millions)
2009 10+ $500+

Financial Services Offered

MONTAGE FUND ADVISORS, LLC offers a wide range of financial services to cater to the diverse needs of their clients. These services include:

  • Investment management
  • Retirement planning
  • Tax planning and management
  • Estate planning
  • Wealth management

Client Types

MONTAGE FUND ADVISORS, LLC serves a variety of clients, including individuals, families, and businesses. They have the skills and expertise to provide tailored financial solutions to each type of client, ensuring that their unique needs and goals are met.

Fees & Compensation

MONTAGE FUND ADVISORS, LLC operates on a fee-only compensation model, meaning that they do not earn commissions or receive compensation from third-party products they recommend. This ensures that their advice is unbiased and solely focused on the best interests of their clients.


MONTAGE FUND ADVISORS, LLC was founded in 2009 by a team of experienced financial advisors with a passion for helping clients achieve their financial goals. With decades of combined experience, they have built a reputation for providing trustworthy and reliable financial advice to their clients.

Financial Advisor Disclosures to Know

MONTAGE FUND ADVISORS, LLC is registered with the SEC and operates with full transparency. They have no disclosures or disciplinary actions against them, ensuring that clients can trust in their services and advice.

Company Information

Main Office

Mail Office

Other Information

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