Jerry Montgomery
Jerry Montgomery is a registered investment advisor at Canterbury Consulting Incorporated, based in Newport Beach, CA, with 26 years of industry experience. Jerry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Charitable Giving, Estate Planning, High Net Worth, and 3 more. Their firm serves 172 clients with $46B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Standard fee schedules consist of asset-based fees ranging from 0.20% to 0.05% for Institutional Advisory, 0.35% to 0.05% for Outsourced CIO, 0.50% to 0.10% for Wealth Management and Family Office Services, and 1.00% to 0.40% for the Canterbury Managed Program. Fees are subject to minimum fees and are negotiable based on scale and complexity.
Fee Estimator
Location
610 Newport Center Drive, Suite 500, Newport Beach, CA, 92660-6404
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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 →Other Business Activities
Jerry provides feedback and guidance to LPAC committees on investment-related topics for Sunflower Capital, Riot Ventures, KdT Ventures, and Champion Hills Ventures. He dedicates minimal time to each of these activities.
Employment History
Current Registrations
Canterbury Consulting Incorporated
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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