Montgomery Gossen is a CFP-designated registered investment advisor at Bcm Advisors, LLC, based in Lafayette, LA, with 10 years of industry experience. Montgomery operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 486 clients with $780M 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 $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
Clients who elect to utilize BCM’s personalized indexing services through Vanguard Personalized Indexing Management (“VPIM”) will incur an additional sub-advisory fee, generally up to 0.20% annually, in addition to BCM’s advisory fee. Fees are negotiable based upon certain criteria (i.e. anticipated future earning capacity, anticipated future additional assets, dollar amount of assets to be managed, related accounts, account composition, negotiations with client, etc.). Discounts, not generally available to all of our clients, are sometimes offered to family members and friends.
Fee Estimator
Location
1018 Harding St., Suite 104, Lafayette, LA, 70503
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Bcm Advisors, LLC
Previous Registrations
Ahrens Investment Partners, LLC
State Registrations2 states
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