Brandon Montoya
Brandon Montoya is a registered investment advisor at Montoya Wealth Management, based in Prescott, AZ, with 12 years of industry experience. Brandon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 86 clients with $72M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $3.0M | 0.40% |
| $3M+ | 0.20% |
For the benefit of discounting your asset-based fee, we will attempt to aggregate accounts for the same individual or two or more accounts within the same household.
Fee Estimator
Location
2069 Willow Creek Road, Prescott, AZ, 86301
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
July 2016Other Business Activities
Brandon is a managing member of Montoya Tax Services LLC and Monberg Real Estate Holding LLC, and a City Council Member for the City of Prescott. These activities take a few hours per week for the LLCs and about a third of his time for the City Council position.
Employment History
Current Registrations
Montoya Wealth Management
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Edward Jones
Edward JonesBroker
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.