Justin Montandon
Justin Montandon is a registered investment advisor at Ameriprise Financial Services, LLC, based in Austin, TX, with 24 years of industry experience. Justin is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 6 more. Their firm serves 1,386,329 clients with $660B 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 | 2.00% |
The maximum total annual advisory fee is 2.0% of managed account assets. Fees are negotiable with your financial advisor and vary based on the specific program and services selected.
Fee Estimator
Location
10415 Morado Cir, Ste 2-100, Austin, TX, 78759
Get directionsHistory
Regulatory History (2)
Regulatory
April 2016Customer Dispute
May 2013Other Business Activities
Justin has business ownership in an entity located in Austin, TX since 2013. He spends minimal time on this activity, both overall and during trading hours, and it is not investment-related.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, LLC
Previous Registrations
Ids Life Insurance CompanyBroker
State Registrations31 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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