Laurence Montello
Laurence Montello is a CFP-designated registered investment advisor at Investment Advisors of America, LLC, based in Palm Beach Gardens, FL, with 23 years of industry experience. Laurence operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 16 clients with $13M 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 $2.0M | 2.00% |
| $2.0M - $10.0M | 1.25% |
| $10M+ | 1.00% |
Fees are negotiable depending on individual client circumstances. Account values of family members may be combined to determine the applicable advisory fee.
Fee Estimator
Location
2401 Pga Blvd, Ste 280, Palm Beach Gardens, FL, 44410
Get directionsHistory
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
Laurence owns Montello Tax & Planning, LLC, a tax preparation firm, dedicating about 10-20% of his time during tax season. He also has ownership stakes in Emergency Insurance Housing, LLC and Pension Plan Services, LLC, spending minimal time on each.
Employment History
Current Registrations
Investment Advisors of America, LLC
Montello Wealth Management, INC.
Previous Registrations
Blue Line Capital Advisors
Wealth Management America, LLC
Harris Investor Services, INC.
RBC Dain Rauscher INC.
William R. Hough & CO., INC
State Registrations1 state
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.