Monarch Wealth Strategies (MWS) offers wealth management services on a discretionary basis, meaning they can make trades without asking you first. These services include advice on asset allocation, tax strategies, and investment selection. MWS also provides financial planning and consulting services covering areas like retirement, taxes, education, and estate planning. MWS also provides investment consulting services to broker-dealer customers.
Assets Under Management$430M
Clients422
Advisors7
Avg. per Client$1M
Avg. per Advisor$62M
www.facebook.com/monarch-wealth-strategies-1143... ·www.mwsus.com. ·www.linkedin.com/company/monarch-wealth-strategies
Fee Structure
Minimum Investment:$750K
Minimum Annual Fee:$7,500
Monarch Wealth Strategies' fees for managing your investments are negotiated with each client, but the maximum annual fee is 1.95% of the value of your portfolio. There is a $7,500 minimum annual fee. Fees are deducted from your account quarterly, in advance.
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