Debbie Montgomery is a CFP-designated registered investment advisor at Maple Capital Management, INC., based in Marietta, GA, with 37 years of industry experience. Debbie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 1,384 clients with $2.2B 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 $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1M+ | 0.50% |
These fees are for clients working directly with MCM. Fees are negotiable and can range from 0.23% to 1.25%. Clients engaging MCM through a promoter pay 1.50% on the first $1,000,000 and 1.25% over $1,000,000 (fees range from 0.40% to 1.75%). Clients engaging MCM through a joint advisor pay 1.70% on the first $1,000,000 and 1.40% over $1,000,000 (fees range from 0.80% to 1.70%).
Fee Estimator
Location
533-D Johnson Ferry Road, Suite 350, Marietta, GA, 30068
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Maple Capital Management, INC.
Previous Registrations
Kovack Advisors, INC.
Kovack Securities INC.Broker
Resource Horizons Investment Advisory, INC.
Resource Horizons Group, L.L.C.
Resource Horizons Group LLCBroker
Resource Horizons Group LLCBroker
Cambridge Investment Research, INC.Broker
Royal Alliance Associates, INC.Broker
Keogler, Morgan & Company, INC.Broker
Dean Witter Reynolds INC.Broker
State Registrations2 states
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