Matthew Mohlman is a registered investment advisor at Monument Advisers, based in Carmel, IN, with 13 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Investment Management. Their firm serves 18 clients with $4.8M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Location
550 Congressional Blvd, Suite 350, Carmel, IN, 46032
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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
Matthew is the Executive Director of Monument Legacy, a donor advised fund, and President of Monument Ventures, a holding company. He dedicates minimal time to each role, and clients may invest in Monument Ventures if it's in their best interest.
Employment History
Current Registrations
Monument Advisers
Previous Registrations
Oxford Financial Group, LTD
National Securities CorporationBroker
Astor Investment Management LLC
National Securities CorporationBroker
National Asset Management, INC.
Knight Capital Americas LLCBroker
Knight Capital Americas, L.P.Broker
Interactive Brokers LLCBroker
Afa Advisor Services LLC
Afa Financial Group, LLCBroker
State Registrations2 states
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.