Montague Boyd
Montague Boyd is a CFP-designated registered investment advisor at Independent Advisor Alliance, LLC, based in Atlanta, GA, with 48 years of industry experience. Montague operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 45,002 clients with $17B 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 | 2.00% |
Maximum annual advisory fee is 2.00%. Fees are negotiable and may vary based on account size, complexity, and services included.
Fee Estimator
Location
1735 Peachtree St NE, Unit 418, Atlanta, GA, 30309
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 2006Other Business Activities
Montague provides investment advisory services through Independent Advisor Alliance, dedicating full-time hours to this activity. He also serves as an Investment Committee Member for A.G. Rhodes Community Wellness Care, spending minimal time on this role.
Employment History
Current Registrations
Independent Advisor Alliance, LLC
Previous Registrations
LPL Financial LLCBroker
StephensBroker
Stephens
UBS Financial Services INC.
UBS Financial Services INC.Broker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
The Robinson-Humphrey Company, LLCBroker
State Registrations7 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.
Exams
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