William Strausbaugh is a registered investment advisor at Montgomery Financial, based in Ocean City, MD, with 1 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Tax Planning. Their firm serves 598 clients with $200M 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 | 1.75% |
The annual fee is negotiable. Accounts within the same household may be combined for a reduced fee. Any additional charges for the AEWM Platform (ranging from 0-75 bps) and/or money managers (ranging from 0-75 bps) are included in the investment advisory fees.
Fee Estimator
Location
11718 Ocean Gateway, Ocean City, MD, 21842
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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
Montgomery Financial
Previous Registrations
Nylife Securities 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.