Hong-Tsun Simon is a CFA-designated registered investment advisor at Montag, based in Atlanta, GA, with 5 years of industry experience. Hong-Tsun operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 503 clients with $3B 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 $5.0M | 0.90% |
| $5M+ | 0.50% |
Fees may be negotiated at the firm's discretion.
Fee Estimator
Location
200 Galleria Parkway, Suite 1450, Atlanta, GA, 30339
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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
Montag
Previous Registrations
Forthright Partners LLC
Montag a & Associates INC
State Registrations1 state
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Exams
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