Monty Mccurley
Monty Mccurley is a registered investment advisor at Quartz Partners Investment Management, based in Saratoga Springs, NY, with 11 years of industry experience. Monty operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 704 clients with $400M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Quartz Partners offers investment management services with fees based on a percentage of the total value of your account. The fees are negotiable and may vary. All accounts have a minimum annual fee of $200, which could result in you paying an effective rate greater than the specified fee schedule. The typical investment management fees are:
Active Strategies
- $0 to $499,999.99: 0.75%
- $500,000 to $2,999,999.99: 0.60%
- $3,000,000 and above: 0.50%
Passive Strategies
- $0 to $499,999.99: 0.48%
- $500,000 to $2,999,999.99: 0.40%
- $3,000,000 and above: 0.35%
These fees do not include the Financial Professional’s advisory fee or the expense ratio of any underlying Fund or ETF.
Location
85 Railroad Place, Suite 101A, Saratoga Springs, NY, 12866
Get directionsHistory
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 →Other Business ActivitiesSells Insurance
Monty is the owner of High Point Financial Group, offering annuities, life insurance, long-term care, and other insurance products since 2022. This takes about 10-20% of his time, including time during trading hours.
Employment History
Current Registrations
Quartz Partners Investment Management
Previous Registrations
Foundations Investment Advisors LLC
American Elite Advisory
Bison Advisors
American Elite Advisory
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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.