Carlos Montoya
Carlos Montoya is a registered investment advisor at Beacon Pointe Advisors, LLC, based in Denver, CO, with 1 years of industry experience. Carlos operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 18,377 clients with $40B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Beacon Pointe charges a percentage of your portfolio's value each year for investment advice. This fee is negotiable and can range from 0.50% to 1.50% annually, but there is a minimum quarterly fee of $1,250.
Beacon Pointe also uses third-party managers, and their fees are separate from Beacon Pointe's fees. Some clients may pay a percentage of profits from certain investments instead of a management fee. Clients in the American Funds F-2 Direct Program pay between 0.25% and 1.0% of the value of assets invested in the program. Clients in the sub-advisory program through SEI pay a 0.08% fee in addition to the advisory fee paid to Beacon Pointe.
Location
2000 South Colorado, Tower Two, Suite 1150, Denver, CO, 80222
Get directionsHistory
Regulatory History (1)
Criminal
November 2017Other Business ActivitiesSells Insurance
Carlos is an agent for Beacon Pointe Insurance Services, LLC, selling life, health, and accident insurance products since April 2024. This takes a few hours per week.
Employment History
Current Registrations
Beacon Pointe Advisors, LLC
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.