LM
CFP
LM
CFP

Lee Christopher Mcgowan

20 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
170 clients
Average Client Portfolio
$3.4M average
Assets Under Management
$578.8M

Fee Structure

Minimum Investment:$2M
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $2.5M1.00%
$2.5M - $5.0M0.75%
$5M+0.50%

Fees may be negotiable at the sole discretion of the Advisor.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Contact

LM
Lee Christopher Mcgowan

Location

801 Main Street, Suite 14, Concord, MA, 01742

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History

Regulatory History
Clean regulatory record

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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Employment History
Current Registrations
Monument Group Wealth Advisors, LLC
October 2010 - Present · 15 yrs 4 mos
Previous Registrations
Tfc Financial Management INC
February 2005 - October 2010 · 5 yrs 8 mos
State Registrations2 states
MATX
Advisor
Exams
No exam information available for this advisor.
LM
Contact
Lee Christopher Mcgowan