Jonathan West
Jonathan West is a registered investment advisor at Montgomery Capital Management, LLC, based in Newport News, VA, with 23 years of industry experience. Jonathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Investment Management. Their firm serves 16 clients with $8.7M 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 $1.0M | 1.50% |
| $1M+ | 1.00% |
MCM may negotiate special fee arrangements where MCM deems it appropriate under the circumstances.
Fee Estimator
Location
753-B Thimble Shoals Road, Newport News, VA, 23606
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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
Jonathan is a Director at College Funding Group, LLC since 2009, providing advice about funding college education. This takes about a quarter of his time, with most of the time spent during trading hours.
Employment History
Current Registrations
Montgomery Capital Management, LLC
Previous Registrations
College Funding Group, LLC
Legg Mason Wood Walker 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.