Denise Monaco is a registered investment advisor at Msa Financial, based in Braintree, MA, with 21 years of industry experience. Denise operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Insurance Planning, Investment Management, Retirement Planning. Their firm serves 1,338 clients with $1.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Relationships with multiple objectives, specific reporting requirements, portfolio restrictions and other complexities may be charged a higher fee. Fees may be negotiable at the sole discretion of the Advisor.
Fee Estimator
Location
25 Braintree Hill Office Park, Suite 303, Braintree, MA, 02184
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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 →Other Business Activities
Denise assists her husband's wholesale restaurant provisions company with home delivery to retail clients, focusing on customer service, sales, and online marketing. This takes about 10-20% of her time.
Employment History
Current Registrations
Msa Financial
Previous Registrations
Osaic Wealth, INC.Broker
Securities America Advisors, INC.
Securities America, INC.Broker
State Registrations1 state
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