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How does the advisor help clients – Key Takeaways:
MONTGOMERY WEALTH MANAGEMENT, LLC is a renowned financial advisor that offers expert financial guidance to its clients. The company has a team of experienced professionals who are dedicated to helping individuals and businesses achieve their financial goals.
- Provides personalized financial strategies tailored to meet the specific needs of each client.
- Offers a wide range of financial services, including investment management, retirement planning, education planning, and tax planning.
- Fosters long-term relationships with clients to ensure their financial goals and strategies are continuously monitored and adjusted as needed.
Facts and Insights:
MONTGOMERY WEALTH MANAGEMENT, LLC has been in business for over 10 years and has built a strong reputation for its financial expertise and excellent customer service. The company has a proven track record of helping clients achieve their financial goals.
Assets Under Management, Number of Advisors and Time in Business:
| Amount | |
|---|---|
| Assets Under Management | $100 million |
| Number of Advisors | 5 |
| Time in Business | 10 years |
Financial Services Offered:
- Investment Management
- Retirement Planning
- Education Planning
- Tax Planning
Provides expert guidance on investment options and creates a customized portfolio for each client, taking into consideration their risk tolerance, financial goals, and timeline.
Helps clients plan for their retirement by creating a comprehensive strategy that includes savings, investments, and withdrawal plans.
Assists clients in saving for their children’s education by recommending the best savings and investment options.
Helps clients reduce their tax burden by creating a tax-efficient investment strategy and offering guidance on deductions and credits.
Client Types:
MONTGOMERY WEALTH MANAGEMENT, LLC serves a diverse group of clients, including individuals, families, small business owners, and high net worth individuals.
Fees & Compensation
The company charges a percentage fee based on the assets under management, with fees ranging from 1% to 2%. Fees may vary based on the complexity of the client’s financial situation. MONTGOMERY WEALTH MANAGEMENT, LLC is a fee-only advisor, meaning they do not earn commissions from recommending specific products or services.
Background
The team at MONTGOMERY WEALTH MANAGEMENT, LLC has extensive experience in the financial industry. They are committed to building strong relationships with their clients and providing them with the best financial advice and services.
Financial Advisor Disclosures to Know
MONTGOMERY WEALTH MANAGEMENT, LLC believes in transparency and adheres to all regulatory guidelines. As a fiduciary, they are obligated to act in their clients’ best interests at all times. The company has a clean record with no disciplinary actions taken against them by regulatory bodies.