H2 How does the advisor help clients – Key Takeaways:
When it comes to managing finances and planning for the future, it can be overwhelming and complicated for many individuals. Fortunately, there are financial experts like MONTAG who can assist clients in achieving their financial goals. As a financial advisor, MONTAG has extensive knowledge and experience in the field of finance and offers a range of services to help clients make informed decisions for their financial well-being.
Facts and Insights
MONTAG has been in business for over 40 years, providing reliable and personalized financial advice to clients. As of 2021, they currently have $10 billion in assets under management and a team of 15 experienced and dedicated financial advisors.
Assets Under Management, Number of Advisors and Time in Business:
| Year | Assets Under Management (in billions) | Number of Advisors |
|---|---|---|
| 2021 | $10 | 15 |
| 2020 | $9 | 14 |
| 2019 | $8 | 12 |
Financial Services Offered
MONTAG offers a wide range of financial services to cater to the diverse needs of their clients. These services include:
- Financial planning and wealth management
- Investment management
- Estate planning
- Tax planning
- Retirement planning
- Business succession planning
Client Types
MONTAG serves a variety of clients including individuals, families, and businesses. They have experience working with clients from various industries and backgrounds, providing customized solutions to meet their specific financial needs.
Fees & Compensation
MONTAG operates on a fee-based compensation structure, meaning their fees are based on a percentage of the client’s assets under management. This aligns their interests with their clients’ and ensures that they are working towards achieving the best possible results for their clients.
Background
MONTAG was founded in 1977 by Andy Montag, who has over 50 years of experience in the financial industry. The firm is headquartered in Atlanta, Georgia, and has a team of experienced and knowledgeable financial advisors who are dedicated to providing personalized services to their clients.
Financial Advisor Disclosures to Know
Before working with any financial advisor, it’s important to know any potential conflicts of interest or disciplinary actions. MONTAG believes in transparency and encourages clients to review their disclosures, which can be found on their website or through the SEC’s Investment Advisor Public Disclosure (IAPD) database.
In conclusion, MONTAG is a reputable financial advisor firm that has been in business for over 40 years, offering a wide range of services to help clients achieve their financial goals. With a team of experienced advisors and a commitment to transparency, MONTAG is a reliable choice for individuals, families, and businesses looking for expert financial guidance.