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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Location

801 Main Street, 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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Other Business Activities

Byron is a director at Cambridge Trust Company since 1994, dedicating a few hours per week. He is also an officer and director at Woodman & Eaton, P.C. since 1980, taking about two-thirds of his time.

Employment History
Current Registrations
Monument Group Wealth Advisors, LLC
March 2005 - Present · 20 yrs 11 mos
State Registrations1 state
MA
Advisor
Exams
No exam information available for this advisor.