Jerry Montgomery is a registered investment advisor at Canterbury Consulting Incorporated, based in Newport Beach, CA, with 26 years of industry experience. Jerry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 167 clients with $7.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Canterbury Consulting offers investment advice and management services, with fees based on a percentage of the value of your investments. The percentage charged varies depending on the service platform used: Advisory Services, Outsourced CIO Services, or Family Office Services. The more assets Canterbury manages for you, the lower the percentage you'll pay. There is also a minimum fee that applies, which is subject to negotiation.
Location
610 Newport Center Drive, Suite 500, Newport Beach, CA, 92660-6404
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Jerry provides feedback and guidance to LPAC committees on investment-related topics for Sunflower Capital, Riot Ventures, KdT Ventures, and Champion Hills Ventures. He dedicates minimal time to each of these activities.
Employment History
Current Registrations
Canterbury Consulting Incorporated
State Registrations2 states
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