Monique Holloway is a CFP-designated registered investment advisor at Amc Wealth Management, LLC, based in Chicago, IL, with 11 years of industry experience. Monique operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 101 clients with $75M 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% |
Fees are negotiated and do not exceed 1.00% annually. The fee for a client with low financial complexity and/or significant assets under management might be 0.30%, whereas the fee for a client with high financial complexity and/or lower assets under management might be 1.00%.
Fee Estimator
Location
Chicago, IL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Amc Wealth Management, LLC
Previous Registrations
Third Sigma Investment Advisors LLC
State Registrations2 states
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