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Client Reviews
$20,000 to $100,000
Flat Fee/Retainer
Are You Our Ideal Client?
We work best with people & businesses that fall into these categories.
Clients who would be a good fit
If you have good vibes and between $3M and $30M of assets, you're probably a great client fit for me. If you have a $10M+ upcoming capital gain (business sale, equity from employer, inherited asset, real estate, crypto), that's especially in my wheelhouse.
Clients who wouldNOTbe a good fit
I can't do hardcore business consulting; I am not your company's CFO or controller. If you have overspending problems, I suggest a financial coach over an advisor.
Minimum Financial Requirements
Annual Income
No minimum required
Investable Assets
$3,000,000
Client Specialties
Services Offered
Service Pricing
Flat Fee/Retainer
$20,000 to $100,000
Percentage of Assets (AUM)
0.6% to 1.2%
Meeting Options
In person meetings
Phone
Email
Client Portal/Online Platform
Video meetings
About Montebello Avenue
Clients find me to help with 3 problems: - (early) retirement
- huge capital gains
- equity compensation
where we go from there is a mile wide: family, career, insurance, investments, social security, aging parents, trusts, IPOs, liquidity, borrowing, and more.
In other words, a trusted single point of contact for financial matters. Proactive partnerships with tax, legal, and insurance. Fiercely protective of your time and energy.
What you won't find elsewhere:
- voracious explorer of nooks & crannies to find your answers
- crossover of tax & investment expertise
- negotiated flat fees to minimize conflicts of interest
- huge capital gains
- equity compensation
where we go from there is a mile wide: family, career, insurance, investments, social security, aging parents, trusts, IPOs, liquidity, borrowing, and more.
In other words, a trusted single point of contact for financial matters. Proactive partnerships with tax, legal, and insurance. Fiercely protective of your time and energy.
What you won't find elsewhere:
- voracious explorer of nooks & crannies to find your answers
- crossover of tax & investment expertise
- negotiated flat fees to minimize conflicts of interest
Disclaimer
Sam’s List is a platform that connects users with independent financial professionals, including accountants, bookkeepers, fractional CFOs, and financial advisors. Sam’s List does not provide, endorse, or guarantee any financial, accounting, or investment services. Some professionals on this platform participate in paid programs for additional visibility or leads. Users are responsible for conducting their own due diligence before engaging with any professional. Learn more in ourTerms of Service.
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Sam’s List is a directory for exploring accountants, bookkeepers, fractional CFOs, financial advisors, and wealth managers. We do not provide financial, investment, tax, or legal advice, nor do we recommend or endorse any specific professional. Some professionals participate in paid programs for additional visibility or leads. Users should independently verify any professional before engaging their services. Learn more in ourTerms of Service.
