Coco Lorenzo is a CFP-designated registered investment advisor at Monograph Wealth Advisors, LLC, based in Manhattan Beach, CA, with 15 years of industry experience. Coco operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 197 clients with $2.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Monograph Wealth Advisors generally charges less than 1% annually of the value of your portfolio for investment advisory services. This fee is typically deducted quarterly, based on the average daily value of your investments during the previous quarter. There is a minimum annual fee of $85,000, which may be reduced or waived at Monograph's discretion. In some cases, Monograph may charge a fixed annual fee instead of a percentage of your portfolio, ranging from $100,000 to $1,000,000, charged quarterly in advance.
Location
1230 Rosecrans Avenue, Suite 425, Manhattan Beach, CA, 90266
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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
Monograph Wealth Advisors, LLC
Previous Registrations
The Leaders Group, INC.Broker
Key West Investments, LLCBroker
Stonemark Wealth Management
Girard Securities, INC.Broker
Sentinel Securities, INC.Broker
Wespac Advisors, LLC
Southwest Securities, INC.
Southwest Securities, INC.Broker
Tower Asset Management LLC
M. L. Stern & CO, LLC.
M.L. Stern & CO., LLC.Broker
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
State Registrations1 state
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