Irene Timmons is a registered investment advisor at Monarch Wealth Strategies, based in Santa Maria, CA, with 20 years of industry experience. Irene operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 422 clients with $430M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Location
2151 South College Drive, Suite 204, Santa Maria, CA, 93455
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
Monarch Wealth Strategies
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
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.