Kulanan Monroe
Kulanan Monroe is a registered investment advisor at Greenport Financial Advisers INC., based in North Canton, OH, with 13 years of industry experience. Kulanan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 1 more. Their firm serves 130 clients with $72M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Existing clients may be subject to different fee arrangements. Fee may be negotiable based on individual client circumstances.
Fee Estimator
Location
1376 S. Main St, North Canton, OH, 44720
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Regulatory History
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.
Learn about disclosures →Employment History
Current Registrations
Greenport Financial Advisers INC.
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
State Registrations1 state
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