John Montgomery
John Montgomery is a CFP-designated registered investment advisor at Arax Advisory Partners, based in Mt. Pleasant, SC, with 22 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 7,305 clients with $11B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Arax Advisory Partners provides investment management services for an annual fee based on the value of your portfolio. The fee varies depending on the size and complexity of your account and generally ranges from 0.50% to 2% per year. The fee is billed quarterly, either in advance or arrears. Clients may also incur additional fees charged by third parties, such as broker-dealers and custodians.
Location
Mt. Pleasant, SC
Get directionsHistory
Regulatory History (1)
Customer Dispute
September 1992Other Business ActivitiesSells Insurance
John has been selling insurance products as an individual agent since 1994, dedicating minimal time to this activity.
Employment History
Current Registrations
Arax Advisory Partners
Financial Freedom Advisors, LLC
Previous Registrations
First Allied Advisory Services, INC.
First Allied Securities, INC.
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.