How does the advisor help clients – Key Takeaways:
MONTAG & CALDWELL, LLC is a highly reputable financial firm that prides themselves on providing expert financial guidance to their clients. They specialize in providing personalized investment solutions to meet the unique needs of each client, and offer a wide range of services including asset management, financial planning, and risk management.
Their team of experienced advisors work closely with clients to understand their financial goals and create a tailored plan to help them achieve those goals. With a focus on long-term results and a commitment to transparency, MONTAG & CALDWELL, LLC is a trusted partner for individuals, families, and businesses seeking financial advice.
Facts and Insights
MONTAG & CALDWELL, LLC has established themselves as a reputable financial firm with a strong track record of success. Here are some key facts and insights about the company:
- Founded in 2006
- Over $8.5 billion in assets under management
- Approximately 17 advisors on their team
- Focus on long-term investments with low turnover
- Commitment to transparency and personalized service
Assets Under Management, Number of Advisors and Time in Business:
| Year Established | Assets Under Management | Number of Advisors |
|---|---|---|
| 2006 | $8.5 billion | 17 |
Financial Services Offered
MONTAG & CALDWELL, LLC offers a comprehensive range of financial services to meet the diverse needs of their clients. These services include:
- Asset management
- Financial planning
- Risk management
- Tax planning
- Estate planning
- Retirement planning
Client Types
MONTAG & CALDWELL, LLC works with a wide range of clients, including individuals, families, and businesses. They have experience in helping clients from all walks of life and in various stages of their financial journey. Their team of advisors has the expertise to create personalized solutions for each client’s unique needs.
Fees & Compensation
MONTAG & CALDWELL, LLC is a fee-only financial firm, meaning they do not earn commissions or sell financial products. Instead, they charge a fee based on a percentage of assets under management. This structure aligns their interests with those of their clients, as they only earn more when their clients’ investments perform well. This fee structure also promotes transparency and ensures that clients know exactly what they are paying for.
Background
MONTAG & CALDWELL, LLC was founded in 2006 by John Montag and Terry Caldwell, two experienced financial professionals who shared a vision of providing top-quality financial services to their clients. Since its inception, the firm has grown to manage over $8.5 billion in assets and has established a strong reputation for their personalized approach and commitment to long-term results.
Financial Advisor Disclosures to Know
As a reputable financial firm, MONTAG & CALDWELL, LLC understands the importance of transparency and disclosure. Before working with a financial advisor, it’s crucial to understand any potential conflicts of interest or disciplinary actions. Here are some important disclosures to know about MONTAG & CALDWELL, LLC:
- No disciplinary actions have been taken against the firm or its advisors
- No history of bankruptcy or material legal proceedings
- No reported outside business activities or affiliations that may conflict with their duties to clients