Lamonte Williams is a registered investment advisor at Jhanti Financial, based in Bensalem, PA, with 9 years of industry experience. Lamonte operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Jhanti Financial charges a percentage of your portfolio value annually for portfolio management services. The annual fee is 3.00% of your net worth. Fees can be charged annually or quarterly at your discretion. There is also a $1000 annual fee for clients with a net worth less than $30,000.
Location
501, Cambria Avenue, Bensalem, PA, 19020
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Regulatory History (1)
Employment Separation After Allegations
June 2015Other Business Activities
Lamonte is the CEO, President, and an Investment Advisor Representative at Jhanti Financial, a registered investment advisor, dedicating nearly full-time hours to administrative and sales duties. He also works about half his time as a ramp agent for Piedmont Airlines and is involved with Jhanti International, an export/import company.
Employment History
Current Registrations
Jhanti Financial
Previous Registrations
Jhanti Financial
Jhanti Financial
Jhanti Financial
Jhanti Financial
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.