John Montgomery is a registered investment advisor at Montgomery Wealth Advisors, based in Shreveport, LA, with 12 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 28 clients with $14M 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 $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees may be negotiable based on family relations or individual circumstances including account size and the level and scope of the services requested. Employee and individual accounts for immediate family members may be aggregated, and the fee charged based on the total value of all family members’ accounts.
Fee Estimator
Location
Shreveport, LA
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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
Montgomery Wealth Advisors
Previous Registrations
Morgan Stanley
Avant-Garde Advisors LLC
State Registrations2 states
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