James Montgomery is a registered investment advisor at Atwood & Palmer, INC., based in Kansas City, MO, with 9 years of industry experience. James 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, Financial Planning & Coaching, and 5 more. Their firm serves 525 clients with $2B 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 $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.55% |
| $10M+ | 0.55% |
Rates shown are for taxable accounts. Tax-exempt accounts are charged 0.75% up to $2M, 0.60% from $2M to $5M, and 0.35% from $5M to $10M. For assets over $10 million, a flat rate can be calculated based on the client's unique situation. Donor-advised funds are charged 0.45%. Fees are negotiable.
Fee Estimator
Location
4520 Madison Avenue, Suite 200, Kansas City, MO, 64111-3541
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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
Atwood & Palmer, INC.
Previous Registrations
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
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.
Exams
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