Edward Tribble is a registered investment advisor at Monument Asset Management, LLC, based in Charlestown, MA, with 18 years of industry experience. Edward operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee is negotiable based on the size of the account.
Fee Estimator
Location
Charlestown, MA
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Monument Asset Management, LLC
Previous Registrations
Manulife Asset Management (US) LLC
John Hancock Funds, LLCBroker
Investment Planners, INC.Broker
Ipi Wealth Management, INC.
Prudential Investments LLC
Prudential Investment Management Services LLCBroker
Mfc Global Investment Management (U.S.), LLC
John Hancock Advisers, LLC
John Hancock Funds, LLCBroker
Pioneer Institutional Asset Management, INC.
Pioneer Investment Management, INC.
Pioneer Funds Distributor, INC.Broker
Putnam Retail Management Limited PartnershipBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.