Advisor at Montgomery Investment Management Inc
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Firm
Montgomery Investment Management Inc
Location
Rockville, MD 20852
Credentials
Series 63, Series 65
Industry experience
31 years
Franklin Koonce is a financial advisor at Montgomery Investment Management Inc with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Montgomery Investment Management and Koonce Securities, Inc. since 1994. Montgomery Investment Management serves high-net-worth individuals, families, trusts, retirement accounts, charitable organizations, and institutional clients, focusing on larger accounts with a value-oriented, fundamental analysis investment approach. The firm maintains a relatively small client base and manages portfolios that are concentrated in 20–30 securities, emphasizing companies with sustainable competitive advantages and often targeting underfollowed or turnaround situations.
$0 - $500,000: 1.2% $500,000 - $2,000,000: 0.6% $2,000,000 - $5,000,000: 0.5% $5,000,000 - $20,000,000: 0.4% Above $20,000,000+: Negotiable (Institutional Accounts and special circumstances)
Account minimum: $300,000.00 Fee-only: Fees are asset-based; no commissions received from broker/dealers; no performance-based fees.
6229 Executive Blvd
Rockville, MD 20852
Florida · Maryland
Montgomery Investment Mgmt
1994 - Present (32 years)
Koonce Securities, Inc.
1994 - Present (32 years)
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