Miguel Irazabal
Miguel Irazabal is a CFP-designated registered investment advisor at Monograph Wealth Advisors, LLC, based in Manhattan Beach, CA, with 3 years of industry experience. Miguel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 213 clients with $3.2B 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 | 1.00% |
Monograph Wealth Advisors generally charges an annual fee of less than 1% of assets under management, with a minimum annual fee of $85,000. Fees are negotiable based on account complexity, size, and other factors. Fixed annual fees ranging from $100,000 to $600,000 may be used in place of percentage fees.
Fee Estimator
Location
1230 Rosecrans Avenue, Suite 425, Manhattan Beach, CA, 90266
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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 →Employment History
Current Registrations
Monograph Wealth Advisors, LLC
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.
Exams
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