William Montague
William Montague is a CFA, CFP-designated registered investment advisor at Cynosure Portfolio Advisors LLC, based in Salt Lake City, UT, with 6 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 3 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Cynosure Portfolio Advisors' fees for managing your investments are negotiated and can be calculated in one of three ways:
- A percentage of the market value of your portfolio.
- A fixed annual amount.
- A percentage of the market value of your portfolio with a fixed annual minimum amount.
The percentage-based fee generally varies between 0.30% and 1.5% of the value of your portfolio.
Location
111 South Main Street, Suite 2350, Salt Lake City, UT, 84111
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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
Cynosure Portfolio Advisors LLC
Previous Registrations
Cynosure Group, LLC
Svb Wealth
Svb Investment Services INC.Broker
Svb Investment Services INC.
MML Investors Services, LLC
MML Investors Services, LLCBroker
Northwestern Mutual Investment Services, LLCBroker
State Registrations2 states
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.