Montgomery Capital Advisors is a registered investment advisory firm that focuses on managing investment portfolios for individuals, trusts, and estates. They develop personalized investment strategies based on each client's goals and objectives. Montgomery Capital manages advisory accounts on a discretionary and non-discretionary basis, investing in individual equities, bonds, mutual funds, and exchange traded funds.
Assets Under Management$130M
Clients51
AdvisorsN/A
Avg. per Client$2.6M
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$750K
Investment management only (planning not offered)
Minimum Annual Fee:$10,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $750K | 1.75% |
| $750K - $5.0M | 1.50% |
| $5.0M - $10.0M | 1.25% |
| $10M+ | 1.25% |
Fees are negotiable for accounts over $10,000,000.01.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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