Matt Montgomery is a registered investment advisor in Texas. He provides investment advice and financial planning services to individuals, small businesses, and retirement plans. As a registered representative of Osaic, Inc., he may recommend and sell securities or insurance products, creating a potential conflict of interest. Clients are not obligated to purchase recommended products.
Fee Structure
Matt Montgomery offers investment management through the Vision2025 Wealth Management Platform. The fee you pay depends on the amount of assets managed in your account, and the level of advisory and financial planning services you receive. The fees are negotiable and charged quarterly in advance. The minimum account size is $50,000, but this may be waived if total assets under management exceed $50,000.