Advisor at Monterra Advisors, LLC
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Firm
Monterra Advisors, LLC
Location
Orlando, FL 32811
Credentials
CFA®
Industry experience
< 1 year
Milan Pualic is a CFA® charterholder and investment advisor at Monterra Advisors, LLC with experience that includes roles at Citibank Europe plc and Citi Trust. He currently serves as a Director and Investment Committee Member of Monterra Funds SICAV p.l.c., a Maltese professional investor fund, where he participates in board governance and investment oversight. Monterra Advisors is an independent multi-family office and registered investment adviser serving families, high-net-worth individuals, entrepreneurs, athletes, foundations, and select operating companies. The firm combines low-cost ETFs with actively managed equities and bonds, and allocates to third-party managers and alternative strategies, emphasizing bottom-up research, documented due diligence, and regular portfolio reviews.
Based on Monterra Advisors, LLC
Based on Monterra Advisors, LLC
Fixed fees for consulting services, agreed upon in advance
$0 - $25 million: 0.75% annually $25 million - $50 million: 0.65% annually $50 million - $100 million: 0.50% annually $100 million+: 0.40% annually
Performance fees from 5% to 15% of net profits for qualified clients, combined with reduced advisory fees ranging from 0.25% to 0.40% annually with tiered rates: Up to $25 million: 15% performance fee and 0.40% advisory fee; $25M-$50M: 10% and 0.35%; $50M-$100M: 7.5% and 0.30%; Above $100M: 5% and 0.25%
Account minimum: $10,000,000 Minimum fee: $25,000 annual minimum advisory fee, typically waived or negotiable Fee-only: Fixed fee arrangements for consulting services, fees agreed in advance and not tied to AUM
5301 Conroy Rd, Suite 140
Orlando, FL 32811
Florida
Monterra Funds SICAV p.l.c.
2025 - Present (1 year)
Unemployed
2024 - 2025 (1 year)
Citibank Europe plc
2021 - 2024 (3 years)
Citi Trust
2017 - 2021 (4 years)
CV Advisors, LLC
2015 - 2017 (2 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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