Eric Montgomery
Eric Montgomery is a CFP-designated registered investment advisor at Confluence Financial Partners, based in Grove City, PA, with 7 years of industry experience. Eric operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 4 more. Their firm serves 5,228 clients with $7.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Separately managed accounts charge up to 1.50% annually. Compass services charge 1.00% annually. Additional management fees apply for managed stock portfolios (0.25%), third-party managers (up to 0.70%), and sub-advisors (up to 0.85%). Fees are negotiable.
Fee Estimator
Location
115 Erie St, Grove City, PA, 16127
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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 →Other Business ActivitiesSells Insurance
Eric is a treasurer for Jackson Center Borough and Jackson Center Volunteer Fire Company, a member of the finance committee for Lakeview Area Public Library, and a bookkeeper/laborer for Montgomery's Hardware Inc. He also serves as a board member/treasurer for Grove City Area Chamber of Commerce and sells fixed insurance products including life, disability, fixed annuities, and long-term care, dedicating minimal time to each activity.
Employment History
Current Registrations
Confluence Financial Partners
Previous Registrations
Cetera Investment Advisers LLC
Cetera Advisor Networks LLC
Cetera Advisor Networks LLCBroker
State Registrations1 state
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.
Exams
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