Craig Montanye is a registered investment advisor at The Coury Firm, based in Pittsburgh, PA, with 18 years of industry experience. Craig operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Charitable Giving, Estate Planning, High Net Worth, and 5 more. Their firm serves 252 clients with $1.3B 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% |
Annual advisory fee varies up to a maximum of 2.00% based on account complexity, portfolio style, and composition. The firm enforces a minimum annual fee of $30,000 for investment management and basic wealth planning.
Fee Estimator
Location
260 Forbes Avenue, Suite 1600, Pittsburgh, PA, 15222
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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
The Coury Firm
Previous Registrations
Coury Investment Advisors, INC.
Coury Investment Advisors, INC.
Fsc Securities CorporationBroker
The Ayco Company,l.p.
Mercer Allied Company, L.P.Broker
Securities Service Network, INC.Broker
AXA Advisors, LLC
AXA Advisors, LLCBroker
State Registrations3 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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