Franklin Koonce
Franklin Koonce is a registered investment advisor at Montgomery Investment Management INC, based in Rockville, MD, with 31 years of industry experience. Franklin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 108 clients with $490M 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 | 1.20% |
| $500K - $2.0M | 0.60% |
| $2.0M - $5.0M | 0.50% |
| $5.0M - $20.0M | 0.40% |
| $20M+ | 0.40% |
Fees may be negotiable for accounts above $20,000,000, institutional accounts, and under special circumstances. Lakeshore clients maintain their Lakeshore fee schedule. Family related accounts are aggregated for fee purposes.
Fee Estimator
Location
6229 Executive Blvd, Rockville, MD, 20852
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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
Franklin is a Managing Director at Montgomery Investment Management RIA since 1994. This takes about a quarter of Franklin's time.
Employment History
Current Registrations
Montgomery Investment Management INC
Tz Clear LLCBroker
Previous Registrations
Montgomery Investment Management INC
State Registrations2 states
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