Scott Montes is a registered investment advisor at Cloud Investments, LLC, based in Huntsville, AL, with 26 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, Retirement Planning. Their firm serves 995 clients with $400M 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 $250K | 1.80% |
| $250K - $500K | 1.70% |
| $500K - $1000K | 1.60% |
| $1.0M - $2.0M | 1.50% |
| $2M+ | 1.35% |
The annual fee may be negotiable depending upon the amount of assets and client relationship.
Fee Estimator
Location
200 Clinton Ave, Suite 1020, Huntsville, AL, 35801
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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
Cloud Investments, LLC
Previous Registrations
Keel Point Capital, LLCBroker
Keel Point, LLC
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State Registrations1 state
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