Brian Montgomery is a registered investment advisor at RBC Private Counsel (USA) INC., based in Ottawa, with 6 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 5,967 clients with $7.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
RBC Private Counsel (USA) offers three investment management programs, each with a maximum fee of 2.75% per year. The fees include trade execution and custodial services. The A+ and Access programs also include compensation to sub-advisors or investment managers. The Private Investment Management (PIM) program is managed directly by an Investment Counsellor. Fees are calculated based on the daily market value of assets and charged monthly or quarterly. An early termination fee may apply to the PIM program if the relationship ends within the first year.
Location
900-45 O'Connor Street, Ottawa, K1P 1A4
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Brian owns Oat Couture Oatmeal Café since 2016, dedicating a few hours per week to it as the creative force behind the business. He is also the co-owner and president of Educator Tour Rodeo Inc., a commercial kitchen facility, but has a non-operational role and devotes no time to it.
Employment History
Current Registrations
RBC Private Counsel (USA) INC.
State Registrations1 state
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