Kristopher Montgomery is a registered investment advisor at Kommon Wealth, LLC, based in Roanoke, VA. Kristopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Kommon Wealth uses a TAMP platform for investment management. The total annual fee is 1.50% of your portfolio, broken down as follows:
- Kommon Wealth Fee: 0.25%
- TAMP Platform Fee: 1.25%
Fees are negotiable based on the scope and complexity of the services, the level of assets to be managed, and the time and expertise required.
Location
3952 Meadowlark Rd., Roanoke, VA, 24018
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Regulatory History (1)
Judgment / Lien
November 2023Employment History
Current Registrations
Kommon Wealth, LLC
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.