MontVue Capital Management

Wealth Management Firm in Rustburg, VA

Firm Info
Address: 900 Main St, Lynchburg, VA 24504, USA
Phone: (434) 455-2795

Firm Size
Assets Under Management: $202.1 million
# of Advisors: 3
# of Clients: 420
Client to Advisor Ratio: 140:1
Average Account Size: $481,236
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Charitable Organizations

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Fixed Fees (Other than subscription)

Get Connected with a Financial Advisor

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Montvue Capital Management, Inc. Overview

Montvue Capital Management is a fee-only registered investment advisory firm that has been providing investment advice since 2015. Based out of their headquarters in Lynchburg, VA, Montvue Capital Management is committed to helping individuals and small businesses achieve their financial goals through sound investment strategies. As a fee-only firm, Montvue does not receive compensation from third-party sources, ensuring that their advice is always objective and tailored specifically to their client's needs. Montvue Capital Management offers a range of services, including financial planning and portfolio management. Their financial planning services are designed to help clients develop a personalized financial plan that takes into account their unique financial goals, risk tolerance, and lifestyle preferences. Their portfolio management services are tailored to individual investors and small businesses, and they use a disciplined investment approach to help their clients meet their long-term investment objectives. At Montvue Capital Management, they believe that every client is unique and that financial planning should be personalized. They work closely with their clients to understand their specific needs and goals, and then use their expertise to create a customized financial plan that fits those goals. Their goal is to help their clients achieve financial security and peace of mind, knowing that they have a partner who is committed to their financial success.

MONTVUE CAPITAL MANAGEMENT, INC. caters to a diverse range of clients that includes individuals, high net worth individuals, and charitable organizations. These clients can benefit from the firm's expertise in wealth management, financial planning, and investment advisory services. The firm's team of professionals aims to customize its approach based on the specific needs, goals, and profile of each client. Clients can leverage the firm's extensive knowledge of investment vehicles, alternative strategies, and income generation methods to optimize their portfolio's performance. MONTVUE CAPITAL MANAGEMENT, INC. offers different fee structures depending on the nature and scope of the service provided. For instance, clients who opt for asset management services can expect to pay a percentage of assets under management (AUM) as a fee, which typically ranges between 0.5% to 2%. This fee structure incentivizes the firm to maximize the client's returns while also aligning the interests of both parties. Alternatively, clients who require a one-time financial plan or ad-hoc consulting can pay a fixed fee. The firm's transparent fee structure ensures that clients are aware of the costs associated with each service and can make informed decisions. Whether clients prefer percentage-based fees or fixed fees, MONTVUE CAPITAL MANAGEMENT, INC. can tailor its offering to meet their needs.

Typical Clients, Fee Structures & Investment Minimum

The investment minimum for MontVue Capital Management, Inc. is $500,000 in total investable assets, according to their Part 2 Brochure. The brochure notes that the firm may waive this minimum at their discretion.

How This Office Can Help Rustburg, VA Residents

MontVue Capital Management is committed to helping clients in Rustburg, VA achieve their financial goals. As a comprehensive financial management firm, they offer a variety of services designed to help clients navigate complex financial situations. Whether an individual is just starting out in their career, preparing for retirement, or facing significant life changes such as a divorce or the death of a spouse, MontVue Capital Management can help. For clients in Rustburg, VA, the firm offers tailored advice and solutions that take into account the specific financial challenges that residents of the area often face. For example, many people in Rustburg work in industries such as manufacturing and agriculture, which can present unique financial planning challenges. MontVue Capital Management can help clients in these industries manage their income and investments, plan for retirement, and navigate tax considerations. Additionally, the firm can offer guidance on estate planning, including how to protect assets and ensure the smooth transfer of wealth to future generations.

To view the Minimum Investment and Fee Schedule for Montvue Capital Management, Inc., visit their Part 2 Brochure.

Services Offered by Montvue Capital Management, Inc.

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Montvue Capital Management, Inc. most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Fixed Fees (Other than subscription)
Unavailable
Hourly
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 900 Main St, Lynchburg, VA 24504, USA
Phone (434) 455-2795
Opening Hours
  • Mon 8:30 AM–5 PM
  • Tue 8:30 AM–5 PM
  • Wed 8:30 AM–5 PM
  • Thu 8:30 AM–5 PM
  • Fri 8:30 AM–5 PM
  • Sat Closed
  • Sun Closed
Directions
Google My Business Reviews:
5 Stars  |  1 Reviews

Other Office Locations

This firm has no other locations.

State Registrations

Montvue Capital Management, Inc. is registered to service clients in the following states:

  • North Carolina
  • Virginia

Disciplinary History

Montvue Capital Management, Inc. does not have any disclosures. Please visit it's Form ADV for more details.