Montgomery Investment Management INC
Assets Under Management
$490.0M
Number of Clients
108
Number of Advisors
2
Avg. Portfolio per Client
$4.5M
Avg. Managed per Advisor
$245.0M
Compensation
Fee-Only (% of Portfolio)
About This Firm
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.
Fee Structure
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
Areas of Practice
Location
6229 Executive Blvd, Rockville, MD, 20852