John Montgomery is a registered investment advisor at Invictus Investment Advisors, based in Lawton, OK, with 6 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 13 clients with $90K 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 $10K | 0.40% |
| $10K - $1000K | 0.50% |
| $1M+ | 0.25% |
Fees are negotiable.
Fee Estimator
Location
Lawton, OK
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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
Invictus Investment Advisors
State Registrations1 state
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