Monson Wealth Management offers investment management and financial planning services to individuals, high-net-worth individuals, and small businesses. Investment management includes creating an Investment Policy Statement and constructing a portfolio based on the client's goals and risk tolerance. Financial planning covers retirement income, estate planning, college funding, and more. Clients with at least $500,000 under management receive complimentary planning services.
Assets Under Management$130M
Clients346
Advisors1
Avg. per Client$380K
Avg. per Advisor$130M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 1.75% |
| $50K - $150K | 1.55% |
| $150K - $300K | 1.25% |
| $300K - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.75% |
| $3M+ | 0.75% |
Fees are negotiable for accounts over $3,000,000. Fees for 529 Plans/Roth IRAs held directly with American Funds are billed at the rate of 1% annually.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...