Paul Montgomery is a registered investment advisor at Scotia Partners, LLC, based in Spring City, PA, with 24 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment 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 $2.5M | 1.50% |
| $2.5M - $5.0M | 1.00% |
| $5M+ | 1.00% |
Fees negotiable for accounts over $5,000,000. Alpha Advantage strategy has a flat fee of 2.50% for any account size.
Fee Estimator
Location
Spring City, PA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Paul is an independent director for the Arrow Trust and the Arrow ETF Trust, representing shareholder interests. He spends minimal time on these obligations and does not own or recommend the trusts' investment products to clients.
Employment History
Current Registrations
Scotia Partners, LLC
Previous Registrations
Scotia Partners, LLC
Schreiner Capital Management, INC.
State Registrations1 state
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