How does the advisor help clients – Key Takeaways:
MONTGOMERY CAPITAL MANAGEMENT, LLC offers a range of financial services to help clients achieve their financial goals. They have a team of experienced and knowledgeable advisors who provide personalized financial advice and strategies to meet the unique needs of each client. Their services include portfolio management, retirement planning, estate planning, tax planning, and more. Here are some key takeaways about how MONTGOMERY CAPITAL MANAGEMENT, LLC helps their clients:
- Provides personalized financial advice and strategies
- Offers a wide range of financial services
- Experienced and knowledgeable team of advisors
- Tailors services to meet the unique needs of each client
Facts and Insights
MONTGOMERY CAPITAL MANAGEMENT, LLC is a leading financial management firm with a strong track record of helping clients achieve their financial goals. They have a team of advisors with years of experience and expertise in the financial industry. Here are some facts and insights about MONTGOMERY CAPITAL MANAGEMENT, LLC:
- Founded in 2005
- Over $500 million in assets under management
- Team of 10 advisors
- Offers a range of financial services to both individuals and institutions
- Committed to providing personalized and comprehensive financial planning and management
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 2005 | $500 million | 10 |
Financial Services Offered
MONTGOMERY CAPITAL MANAGEMENT, LLC offers a wide range of financial services to help clients manage and grow their wealth. Their services include:
- Portfolio management
- Retirement planning
- Estate planning
- Tax planning
- Investment management
- Wealth management
Client Types
MONTGOMERY CAPITAL MANAGEMENT, LLC caters to a diverse range of clients, including high net worth individuals, families, and institutions. They understand that each client has unique financial needs and goals, and they tailor their services accordingly to provide customized solutions. Here are some of the client types that MONTGOMERY CAPITAL MANAGEMENT, LLC serves:
- High net worth individuals
- Families
- Institutions
Fees & Compensation
MONTGOMERY CAPITAL MANAGEMENT, LLC charges a fee based on a percentage of assets under management. This fee covers all services provided by their advisors, including financial planning, investment management, and ongoing support. They believe in transparency and do not charge any hidden fees. Their fee schedule is as follows:
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1 million | 1.25% |
| $1 million – $2 million | 1.00% |
| $2 million – $5 million | 0.75% |
| Above $5 million | 0.50% |
Background
MONTGOMERY CAPITAL MANAGEMENT, LLC was founded in 2005 by John Montgomery, a highly experienced financial advisor with a deep understanding of the financial industry. Under his leadership, the firm has grown into a leading financial management firm with a team of experienced and knowledgeable advisors. They are committed to providing personalized and comprehensive financial planning and management services to help clients achieve their financial goals.
Financial Advisor Disclosures to Know
As a registered investment advisor, MONTGOMERY CAPITAL MANAGEMENT, LLC is required to disclose any potential conflicts of interest or disciplinary actions. However, they have a clean record with no disciplinary actions against them. Their advisors are also fid