Monterra Advisors, LLC

Overview

Monterra Advisors, LLC is a small, independent registered investment adviser organized as an LLC and owned by an individual. The firm focuses on advising individuals and families and acts as a capital allocator, blending financial planning with portfolio management for individual and small-business clients. Its advisory services include financial planning, discretionary and non-discretionary portfolio management, and selecting other advisers when needed. Monterra charges a mix of fee types — percentage-of-AUM, fixed fees, and performance-based fees — and is not identified as an active ESG investor. The firm is not designated as a multi-state adviser and is not positioned as a pension consultant or related adviser. Monterra also participates on the manager side as a sponsor, general partner, or managing member of pooled investment vehicles.

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Location & Offices