Monument Group Wealth Advisors provides investment management and financial planning services. Investment management includes creating a financial plan and customized investment portfolios using mutual funds, exchange traded funds, individual stocks and bonds. Financial planning covers areas like retirement, taxes, and education savings. For high-net-worth families, Monument offers family office services.
Assets Under Management$580M
Clients170
Advisors3
Avg. per Client$3.4M
Avg. per Advisor$190M
Fee Structure
Minimum Investment:$2M
Planning is included in investment management (also available separately)
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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