Monere Wealth Management offers financial planning and investment management services to individuals, small businesses, and institutions. They work with Pershing LLC for custody and access to a range of products. Monere's services are designed to be customized to meet the specific needs of each client, considering their net worth, risk tolerance, time horizon, and tax situation. They offer various account types, including client-directed, mutual fund/ETF advisory, advisor-managed, and outside professional managed accounts.
Assets Under Management$310M
Clients500
Advisors9
Avg. per Client$620K
Avg. per Advisor$35M
Fee Structure
Minimum Investment:$25K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$1,000
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 3.00% |
Maximum fee is 3.00%. All fees are negotiable. Minimum household portfolio value of $50,000 ($25,000 for Mutual funds and ETFs) and a minimum quarterly fee of $250.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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