National Retirement Planning Experts

National Coverage
Local Professionals

seller-profile

Tony Montanari

ACM Wealth Management

Serving Asheville Surrounding Area
38 Orchard Street

Asheville, NC 28801

877-707-5429

Independent. Certified. Experienced.

About ACM Wealth Management

As a fee-based independent advisor, ACM Wealth Management creates unbiased, customized investment strategies to help build, protect and transfer client's wealth. We take a comprehensive and customized approach to your financial situation. Understanding what is most important to you, we then develop a clear long term plan that considers your needs, your goals, and your priorities. After the initial plan is developed we take an active role in your pursuit of these goals.

General Information

Firm Start Year

2009

No.of Employees

2-4

CRD#

3089483

Firm CRD#

10740

Name of Custodial Firm

First Clearing Corp, Fidelity, null Ameritrade

States Licensed in

NC, IL, MA, NY, CT, CA, FL, NJ, SC, GA, OH

Years of Experience in Financial Services

23

Number of Years with Current Firm

12

Work Experience

Tony started in the business in 1998. He was trained and worked for two large, national Wall Street Firms. In 2009, Tony started ACM Wealth Management so he could become an independent financial advisor and represent the best interests of his clients and not a large corporation.

I work with the following types of clients

Non-Profit Organizations, Individual Investors, Businesses

Advisory Services Provided

Financial Planning for Individuals, Education Funding and Planning, Risk Management, Money Management, Wealth Management, Retirement Planning, Portfolio Management, Financial Planning, Investment Advice & Management, Financial Advice & Consulting, 401K Rollovers

Services

Investment Types

Exchange Traded Funds (ETFs), Alternative Investments, Managed Accounts, Insurance, Annuities, Stocks, Mutual Funds, Bonds, Socially Responsible Investments (SRI)

I can meet clients in the following ways

At your office, Via Phone, At my office, At your home, Video Conference, Via Email

Compliance

Registered Investment Advisor

Yes

Registered Representative

Yes

Investment Advisor Representative

Yes

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CIMA®

Securities Licenses

Series 65, Series 63, Series 31, Series 7

Insurance and Annuity Licenses

Disability, Long Term Care, Variable Annuity, Annuity, Life, Variable Life

Financial Organization Memberships

Investment Management Consultants Association

Non-Financial Organization Memberships

UNC Alumni Association, The RAMS Club, Verdict Ridge Country Club, Birkdale Basketball League

Firm Information

Advisor's Number of Clients

90

Advisor's Number of Managed Clients

90

Advisor's Number of Planning Clients

90

Assets Managed by Advisor

$130,000,000

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

500,000

Compensation Methods

Based on Assets

Education

Bachelor of Arts -

University of North Carolina
August 1996 - May 1998

Disclosures

Securities and advisory services offered through Prospera Financial Services, Inc. Member FINRA/SIPC. Securities Products are not FDIC insured, are not bank guaranteed, and may lose value.