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William Martinet

Monograph Wealth Advisors, LLC
12 Years of Experience
Manhattan Beach, CA
View SEC Summary
View SEC Summary

William Martinet is a registered investment advisor at Monograph Wealth Advisors, LLC, based in Manhattan Beach, CA, with 12 years of industry experience. William 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.

Monograph Wealth Advisors, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10 advisors
Number of Clients
213 clients
Average Client Portfolio
$15.2M average
Assets Under Management
$3.2B

Fee Structure

Planning is included in investment management (also available separately)
Minimum Annual Fee:$85,000
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1230 Rosecrans Avenue, Suite 425, Manhattan Beach, CA, 90266

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Monograph Wealth Advisors, LLC
June 2023 - Present · 3 yrs 4 mos
Previous Registrations
Cresset Asset Management, LLC
March 2022 - May 2023 · 1 yr 2 mos
Evoke Advisors
June 2019 - March 2022 · 2 yrs 9 mos
First Republic Investment Management, INC.
March 2014 - June 2019 · 5 yrs 3 mos
First Republic Securities Company, LLCBroker
January 2014 - June 2019 · 5 yrs 5 mos
State Registrations1 state
CA
Advisor

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
No exam information available for this advisor.
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