Lee Mcgowan is a CFP-designated registered investment advisor at Monument Group Wealth Advisors, LLC, based in Concord, MA, with 21 years of industry experience. Lee operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Corporate Executives, Estate Planning, High Net Worth, and 3 more. Their firm serves 170 clients with $580M 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 $2.5M | 1.00% |
| $2.5M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees may be negotiable.
Fee Estimator
Contact
Lee Mcgowan
Location
801 Main Street, Suite 14, Concord, MA, 01742
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Monument Group Wealth Advisors, LLC
Previous Registrations
Tfc Financial Management INC
State Registrations2 states
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