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Jack Sauther

17 Years of Experience
Bozeman, MT
3 Disclosures

Jack Sauther is a registered investment advisor at Montana Landvest, INC., based in Bozeman, MT, with 17 years of industry experience. Jack operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.

Compensation
N/A
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.50%
$1.0M - $2.5M1.25%
$2.5M+1.00%

Montana Landvest receives 30% of the fee charged by Allied Investment Advisors, LLC.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

403 West Main Street, Suite 1, Bozeman, MT, 59715

Get directions

History

Regulatory History (3)
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Customer Dispute
December 2015
Settled
Customer Dispute
August 2012
Settled
Customer Dispute
April 2012
Settled
Other Business Activities

Jack is the 100% owner and realtor of Top Hand Realty Advisors, Inc., offering non-securitized commercial real estate services since 2012. This activity takes up nearly all of Jack's time.

Employment History
Current Registrations
Montana Landvest, INC.
August 2015 - Present · 10 yrs 9 mos
Previous Registrations
Independent Financial Group, LLC
May 2007 - October 2013 · 6 yrs 5 mos
State Registrations1 state
MT
Advisor

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
No exam information available for this advisor.