Montgomery Montano is a registered investment advisor at Digital Wealth Partners, based in Chandler, AZ, with 8 years of industry experience. Montgomery operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 1,398 clients with $590M 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 $5.0M | 0.75% |
| $5.0M - $10.0M | 0.40% |
| $10M+ | 0.40% |
Fee schedule is for digital assets only. Traditional assets are billed at a lower rate: Up to $5 million: 0.75% per year; Above $5 million up to $10 million: 0.50% per year; Over $10 million: 0.40% per year. DW Partners may receive a performance fee equal to 20% of the profits in a client’s account if the client is qualified and the account’s profits exceed an annualized hurdle rate of 8% subject to a high-water mark.
Fee Estimator
Location
Chandler, AZ
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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
Digital Wealth Partners
Previous Registrations
PNC Wealth Management
PNC Wealth Management LLCBroker
Morgan Stanley
Morgan StanleyBroker
Dinan Capital AdvisorsBroker
Vanguard Marketing CorporationBroker
State Registrations11 states
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