Calvin Koonce
Calvin Koonce is a registered investment advisor at Montgomery Investment Management INC, based in Rockville, MD, with 46 years of industry experience. Calvin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 108 clients with $490M 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 $500K | 1.20% |
| $500K - $2.0M | 0.60% |
| $2.0M - $5.0M | 0.50% |
| $5.0M - $20.0M | 0.40% |
| $20M+ | 0.40% |
Fees may be negotiable for accounts above $20,000,000, institutional accounts, and under special circumstances. Lakeshore clients maintain their Lakeshore fee schedule. Family related accounts are aggregated for fee purposes.
Fee Estimator
Location
6229 Executive Blvd, Rockville, MD, 20852
Get directionsHistory
Regulatory History (3)
Regulatory
September 1987Regulatory
September 1986Regulatory
November 1983Other Business Activities
Calvin has been a director at VSEC since 1992, dedicating about 10% of his time to this role. He also serves as a managing director at Montgomery Investment Mgmt. Inc. RIA since 1987, spending nearly full-time hours on this activity.
Employment History
Current Registrations
Montgomery Investment Management INC
Previous Registrations
Montgomery Investment Management INC
Koonce Securities, 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.