The Montgomery Financial Group provides financial planning and investment management services. Investment management involves creating tailored portfolios based on your individual needs, objectives, risk tolerance, and liquidity needs. Financial planning covers areas like cash flow, insurance, retirement, education funding, and estate planning. The firm also offers non-investment advisory services such as social security evaluation, income tax return preparation, tax preparation, bookkeeping, S-Corp setup, payroll, and other consultative services for small businesses.
Assets Under Management$48M
Clients247
Advisors2
Avg. per Client$200K
Avg. per Advisor$24M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.55% |
There are legacy accounts which are paying between 0.25% and 1% based upon the investment advisory agreement signed when the accounts were opened. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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