Montz Harcus Wealth Management
New Orleans, Louisiana
3.3
3 Reviews
Montz Harcus Wealth Management, based out of New Orleans, LA, is a local investment advisory firm with a reputation for excellence. With seven highly skilled employees, they specialize in providing comprehensive investment advisory services to a diverse clientele. On average, each investment advisor manages approximately $61,210,000 in assets under management, which aligns with industry standards. Montz Harcus Wealth Management has built a solid client base, serving over 450 individual clients and managing assets totaling more than $450,600,000. While their portfolio includes a range of account types, such as 401K and individual ...
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Assets Under Mgmt

$450.6M

Investment Professionals

7

Locations

0

% 401K & Individual

30%

% Discretionary

93%
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Pension consulting services
Selection of other advisers
Educational seminars/workshops
Other: PROJECT CONSULTING SERVICES
Other Business Activities
Registered representative of a broker-dealer
Insurance broker or agent
Accountant or accounting firm
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