Joseph Montz
Joseph Montz is a registered investment advisor at Montz Harcus Wealth Management, based in New Orleans, LA, with 38 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 616 clients with $710M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.50% |
| $3.0M - $5.0M | 0.40% |
| $5.0M - $10.0M | 0.35% |
| $10M+ | 0.30% |
Fees are generally negotiable.
Fee Estimator
Location
610 City Park Avenue, New Orleans, LA, 70119
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
May 2019Other Business ActivitiesSells Insurance
Joseph is a licensed independent insurance agent selling fixed insurance products and a CPA providing tax preparation services since 2000, dedicating about 10-20% of his time. He also owns Physicians Resource Group, acting as a life and disability insurance broker since 1987, which takes about a quarter of his time, and oversees rental property, dedicating minimal time.
Employment History
Current Registrations
Montz Harcus Wealth Management
Previous Registrations
Ameritas Investment CORP
Ameritas Investment CORP.Broker
The Advisors Group, INC.Broker
Sun Investment Services CompanyBroker
Cigna Securities, INC.Broker
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.