Montague Guild,jr. is a registered investment advisor at Guild Investment Management, INC., based in Westlake Village, CA, with 28 years of industry experience. Montague operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 90 clients with $150M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Guild Investment Management charges a percentage of the value of your portfolio annually. The exact percentage depends on the type of account and can be negotiated.
Typical annual fees:
- Global Growth: Can be tiered, such as 1.50% on the first $1,000,000 and 1.00% on amounts exceeding that, or a fixed percentage.
- Hybrid: 1% of the portfolio value.
- Income/Total Return: 0.75% to 0.90% of the portfolio value.
- Wealth Builder Dividend Income: 0.75% to 0.90% of the portfolio value.
The typical minimum annual fee for all account types is $5,000, but this can be negotiated. These fees do not include brokerage commissions and other expenses.
Location
31225 La Baya Drive, Suite 214, Westlake Village, CA, 91362
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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.
Learn about disclosures →Employment History
Current Registrations
Guild Investment Management, INC.
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.