Montz Harcus Wealth Management's Form ADV discloses 1.00% on the first $1 million, 0.60% on the next $2 million, 0.50% on the next $2 million, 0.40% on the next $5 million, and 0.30% on assets above $10 million. See complete fee breakdown ↓
Yes. As an SEC-registered investment advisor (CRD #301963), Montz Harcus Wealth Management is subject to fiduciary duty under federal law.
Montz Harcus Wealth Management is headquartered in NEW ORLEANS, LA.
Montz Harcus Wealth Management serves 220 high-net-worth clients according to their SEC filing dated August 4, 2026. View client details ↓
According to their SEC Form ADV, Montz Harcus Wealth Management offers financial planning, portfolio management for individuals, pension consulting services, selection of other advisors, and educational seminars and workshops. View all service details ↓
Montz Harcus Wealth Management manages $876 million in client assets according to their SEC filing dated August 4, 2026.
According to their SEC Form ADV, Montz Harcus Wealth Management serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓