Jeffrey Montgomery
Jeffrey Montgomery is a registered investment advisor at Montgomery Financial, based in Ocean City, MD, with 14 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Tax Planning. Their firm serves 598 clients with $200M 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 | 1.75% |
The annual fee is negotiable. Accounts within the same household may be combined for a reduced fee. Any additional charges for the AEWM Platform (ranging from 0-75 bps) and/or money managers (ranging from 0-75 bps) are included in the investment advisory fees.
Fee Estimator
Location
11718 Ocean Gateway, Ocean City, MD, 21842
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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 →Other Business ActivitiesSells Insurance
Jeffrey works as an insurance agent for MFS Wealth LLC since 2016, dedicating about 40% of his time to this business. This activity is investment-related.
Employment History
Current Registrations
Montgomery Financial
Previous Registrations
Tounjian Advisory Group, LLC
Tounjian Advisory Group, LLC
State Registrations2 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.