Montgomery Wealth Advisors

The firm focuses on high-net-worth families, often business owners or executives requiring coordinated financial planning, investment management, and tax strategy (per public record). Its multi-family office model allows it to serve several unrelated families simultaneously.

Fee structures at RIAs like Montgomery Wealth Advisors are typically based on assets under management, with fees declining at higher account sizes. The firm may also charge flat retainers or hourly rates for planning services, depending on the engagement (per industry standard).

The firm incorporates direct investments—including real estate and private equity—into client portfolios where appropriate, sourced through its professional network (per public record). It does not maintain a separate fund structure for such investments.

As an RIA, Montgomery Wealth Advisors is legally bound to act as a fiduciary, meaning it must prioritize client interests over its own (per SEC regulations). This applies across all advisory services, including investment recommendations and financial planning.

Montgomery Wealth Advisors does not publicly disclose minimums, but multi-family offices of its type typically require $5 million to $25 million in investable assets per family (per industry norms). Exact thresholds are likely determined on a case-by-case basis.

The firm constructs customized portfolios using a mix of public securities, mutual funds, ETFs, and alternative assets. Manager selection and asset allocation are driven by each family's risk tolerance, time horizon, and goals, with an emphasis on diversification and capital preservation (per public record).

No philanthropic vehicles or donor-advised fund programs are publicly attributed to the firm. The majority of its charitable planning likely occurs through clients' own foundations or trusts, facilitated by in-house tax and estate specialists (per industry standard).