Nicole Allen is a registered investment advisor at Monarch Wealth Strategies, based in Santa Barbara, CA, with 3 years of industry experience. Nicole operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 422 clients with $430M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Monarch Wealth Strategies' fees for managing your investments are negotiated with each client, but the maximum annual fee is 1.95% of the value of your portfolio. There is a $7,500 minimum annual fee. Fees are deducted from your account quarterly, in advance.
Location
222 E Carrillo St. Suite 208, Santa Barbara, CA, 93101
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Monarch Wealth Strategies
State Registrations1 state
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