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 Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 34,127 clients with $14B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
IAA offers asset management services where they manage your investments based on your goals, time horizon, and risk tolerance. The annual advisory fee is a maximum of 2.00% of the market value of your account, including cash holdings. This fee may also include financial planning and consulting services. The advisory fee is negotiable. Fees are billed quarterly in advance.
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
Stephens
StephensBroker
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.