Monterra Advisors, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$3,732,000
Total clients
4
75% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
4
Average account size
$933,000
About
Monterra Advisors is an independent multi‑family office and registered investment adviser that provides investment advisory and wealth management services to families, high‑net‑worth individuals, entrepreneurs, athletes, foundations and select operating companies. It offers both discretionary and non‑discretionary investment mandates and also provides financial planning and fixed‑fee consulting services as part of client engagements.
The firm builds IPS‑driven portfolios that combine low‑cost ETFs for core market exposure with an actively managed sleeve of direct equities and bonds, and selectively allocates to third‑party managers and alternative strategies such as private equity, private credit, real estate, hedge funds and regulated digital‑asset strategies. Monterra emphasizes fundamental, bottom‑up research, documented manager due diligence, monthly risk monitoring and at‑least‑quarterly portfolio reviews to keep accounts aligned with client objectives.
Compared with many peers in the investment‑manager category, Monterra’s client mix explicitly includes select corporate or operating entities investing excess capital and maintains typical client eligibility focused on high net worth relationships, which aligns the firm more with wealth management clients than with pooled‑vehicle-only managers. The firm’s formal manager selection process, use of both asset‑based and performance‑linked compensation options, and documented controls to mitigate conflicts of interest (including a written prohibition on recommending an affiliated SICAV) are notable governance features.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
Private / alternative investments
Options & derivatives strategies
Real estate investing
Wealth management
Occupation focus
Professional Athlete
Founder/Business Owner
Fee options
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
Main office location
Monterra Advisors, LLC
5301 Conroy Rd, Suite 140
Orlando FL 32811, United States
Number of offices
1
Most active in
Monterra Advisors, LLC has reported serving >5 clients in these states in the last 12 months.
Florida
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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