Montgomery Investment Management offers investment advice on various securities. The firm's philosophy is to structure each account to provide the level of risk, safety, and liquidity suitable for each client. Clients can impose restrictions on certain securities or types of investments. Montgomery manages both discretionary and non-discretionary accounts.
Assets Under Management$490M
Clients108
Advisors2
Avg. per Client$4.5M
Avg. per Advisor$240M
Fee Structure
Minimum Investment:$300K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.20% |
| $500K - $2.0M | 0.60% |
| $2.0M - $5.0M | 0.50% |
| $5.0M - $20.0M | 0.40% |
| $20M+ | 0.40% |
Fees may be negotiable for accounts above $20,000,000, institutional accounts, and under special circumstances. Lakeshore clients maintain their Lakeshore fee schedule. Family related accounts are aggregated for fee purposes.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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