William James Martinet

Monograph Wealth Advisors, LLC

11 Years of Experience

View SEC Summary

Areas of Practice

Investment ManagementFinancial Planning & CoachingRetirement PlanningCharitable GivingHigh Net Worth

Monograph Wealth Advisors, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

7 advisors

Number of Clients

197 clients

Average Client Portfolio

$13.1M average

Assets Under Management

$2.6B

Fee Structure

Financial Planning:Included in AUM fee

Minimum Annual Fee:$85,000

Location

1230 Rosecrans Avenue, Suite 425, Manhattan Beach, CA, 90266

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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.

Employment History

Current Registrations

Monograph Wealth Advisors, LLC

June 2023 - Present · 2 yrs 8 mos

Previous Registrations

Cresset Asset Management, LLC

March 2022 - May 2023 · 1 yr 2 mos

Evoke Advisors

June 2019 - March 2022 · 2 yrs 9 mos

First Republic Investment Management, INC.

March 2014 - June 2019 · 5 yrs 3 mos

First Republic Securities Company, LLCBroker

January 2014 - June 2019 · 5 yrs 5 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.