Debbie Montgomery is a CFP-designated registered investment advisor at Maple Capital Management, INC., based in Marietta, GA, with 21 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, High Net Worth, Investment Management, Retirement Planning, and 2 more. Their firm serves 1,597 clients with $2.6B 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% |
Fees are negotiable and may vary based on portfolio composition, scope, and anticipated servicing needs. Other programs include Promotion Program starting at 1.50% and Joint Advisory Program starting at 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.
Resource Horizons Investment Advisory, INC.
Resource Horizons Group, L.L.C.
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.
Exams
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