Anthony Montenegro is a registered investment advisor at The Blackmont Group, based in Fullerton, CA, with 25 years of industry experience. Anthony operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 32 clients with $8M 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 | 2.00% |
| $500K - $750K | 1.50% |
| $750K - $1.0M | 1.40% |
| $1.0M - $1.3M | 1.35% |
| $1.3M - $2.0M | 1.30% |
| $2.0M - $5.0M | 1.25% |
| $5.0M - $10.0M | 1.15% |
| $10M+ | 1.15% |
Fees negotiable for accounts over $10,000,000.
Fee Estimator
Location
1440 N. Harbor Blvd, Suite 900, Fullerton, CA, 92835
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
Anthony is a real estate investor, owning, buying, and selling real estate. This activity takes minimal time during trading hours.
Employment History
Current Registrations
The Blackmont Group
Previous Registrations
Creative Financial Designs, INC.
Cfd Investments, INC.Broker
D.A. Davidson & CO.
D.A. Davidson & CO.Broker
Creative Financial Designs, INC.
Cfd Investments, INC.Broker
LPL Financial LLCBroker
LPL Financial LLC
Deutsche Bank Securities INC.
Deutsche Bank Securities INC.Broker
Chase Investment Services CORP.Broker
Chase Investment Services CORP.
LPL Financial Corporation
LPL Financial CorporationBroker
Centaurus Financial, INC.Broker
Wm Financial Services, INC.Broker
Pruco Securities CorporationBroker
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.