Montgomery Financial Services offers investment management through a sub-advisor program with AE Wealth Management. They also provide financial analysis covering wills, estate planning, investments, taxes, and insurance. Seminars and workshops are offered for educational purposes. Investment strategies are tailored to individual client goals and objectives, and clients can impose restrictions on investments.
Assets Under Management$200M
Clients598
Advisors4
Avg. per Client$340K
Avg. per Advisor$51M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.75% |
The annual fee is negotiable. Accounts within the same household may be combined for a reduced fee. Any additional charges for the AEWM Platform (ranging from 0-75 bps) and/or money managers (ranging from 0-75 bps) are included in the investment advisory fees.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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