David Monk is a registered investment advisor at Sparta Wealth Partners, based in Charlotte, NC, with 2 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 190 clients with $270M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Sparta Wealth Partners' investment management fees are negotiable, but will not exceed 2.00% annually. Fees are charged monthly, either in advance or after the fact, based on the value of your account. For clients choosing a Long/Short strategy with a sub-advisor, there's a 1.00% annual asset-based fee and a 10% performance-based fee. Held away 401k accounts may have lower fees.
Location
423 Hurston Cir, Charlotte, NC, 28208
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Sparta Wealth Partners
Previous Registrations
MML Investors Services, LLCBroker
State Registrations1 state
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