Montague Guild,jr.
Montague Guild,jr. is a registered investment advisor at Guild Investment Management, INC., based in Westlake Village, CA, with 29 years of industry experience. Montague operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 90 clients with $190M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Annual management fees typically range from 0.50% to 1.50% depending on portfolio strategy (e.g., Global Growth at up to 1.50%, Hybrid at 1.00%, Income/Dividend styles at 0.75% to 0.90%). Typical annual minimum fee is $5,000. Fees are negotiable.
Fee Estimator
Location
31225 La Baya Drive, Suite 214, Westlake Village, CA, 91362
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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
Guild Investment Management, INC.
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.
Exams
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