Jonathan Ambrose
Jonathan Ambrose is a registered investment advisor at The Montgomery Financial Group, INC., based in Orleans, MA, with 1 years of industry experience. Jonathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 247 clients with $48M 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 | 0.55% |
There are legacy accounts which are paying between 0.25% and 1% based upon the investment advisory agreement signed when the accounts were opened. Fees are negotiable.
Fee Estimator
Location
195 Route 6A, Suite 8, Orleans, MA, 02653-3240
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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
The Montgomery Financial Group, INC.
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.