Aull & Monroe creates and manages custom investment portfolios for individuals, high net worth individuals, and businesses. They focus on long-term investing with a balanced portfolio of stocks and bonds. While they don't call themselves financial planners, they offer similar services like reviewing your finances, developing a retirement plan, and managing risk and taxes.
Assets Under Management$330M
Clients200
Advisors4
Avg. per Client$1.6M
Avg. per Advisor$82M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.80% |
| $5M+ | 1.00% |
Fees are negotiable for balances over $5,000,000, but will not exceed 1.00%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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