Montgomery Wealth Management offers ongoing investment management based on your financial situation and goals. They also provide financial planning services, including retirement, insurance, Social Security, and tax planning. Montgomery Wealth Management works with clients to understand their financial situation and set financial objectives. They primarily advise on mutual funds, ETFs, stocks, CDs, municipal securities, and US government securities.
Assets Under Management$22M
Clients46
Advisors1
Avg. per Client$470K
Avg. per Advisor$22M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $1.5M | 1.25% |
| $1.5M+ | 1.00% |
Fees are negotiable. Fixed income portfolios are charged 0.85% annually.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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