Scott Montgomery
Scott Montgomery is a registered investment advisor at Wealthcare Advisory Partners LLC, based in West Chester, PA, with 29 years of industry experience. Scott operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 9,142 clients with $6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
WCAP offers investment management services where fees are based on a percentage of the assets they manage. The specific percentage can be up to 1.85% annually, depending on factors like the types of investments, the size of your account, and any special reporting or restrictions. Fees are generally paid quarterly, in advance. WCAP may offer discounted rates to employees, their families, and very high net worth clients. If WCAP uses independent managers, your overall fees will include WCAP's fee plus the manager's fees. WCAP also offers a wrap fee program where transaction costs are included in the overall advisory fee.
Location
1065 Andrew Drive, West Chester, PA, 19380
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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 ActivitiesSells Insurance
Scott is dually registered as an investment advisor representative with WealthCare Advisory Partners LLC and as a registered representative with LPL Financial LLC, spending about half his time on each. He is also a licensed insurance agent, dedicating about 10% to insurance sales, and a full-time Certified Public Accountant.
Employment History
Current Registrations
Wealthcare Advisory Partners LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Integrated Wealth Concepts LLC
Wealthcare Advisory Partners LLC
LPL Financial LLC
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.