Monetary Solutions, Ltd. offers investment advice, securities, and financial services. They manage investment portfolios with a focus on asset allocation, diversification, and valuation-based strategies. They work with individuals, trusts, and profit-sharing plans, setting realistic goals and making ongoing adjustments as needed. They also provide advice on financial planning, taxation, and trust services.
Assets Under Management$140M
Clients125
Advisors1
Avg. per Client$1.1M
Avg. per Advisor$140M
Fee Structure
Minimum Investment:$14K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$150
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.10% |
| $250K - $500K | 0.85% |
| $500K+ | 0.60% |
Fees are negotiable. Current client relationships may exist where the fees are lower than the fee schedule above.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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