Eric Montgomery
Eric Montgomery is a CFP-designated registered investment advisor at Confluence Financial Partners, based in Mcmurray, 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 3 more. Their firm serves 5,044 clients with $5.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Confluence Financial Partners offers investment management services through separately managed accounts and a Compass Service. Fees for separately managed accounts range from 0.20% to 1.50% annually, including financial planning. Managed stock portfolios have an additional 0.25% active management fee. Third-party managers have additional fees ranging from 0.1% to 0.65%. The Compass Service has a 1.00% annual fee. A minimum annual fee of $1,000 applies to new clients if the household fee is less than that amount.
Location
732 E Mcmurray Rd, Mcmurray, PA, 15317
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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
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