Aull & Monroe
Assets Under Management
$329.1M
Number of Clients
200
Number of Advisors
4
Avg. Portfolio per Client
$1.6M
Avg. Managed per Advisor
$82.3M
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
About This Firm
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.
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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Areas of Practice
Investment ManagementRetirement Planning
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Location
3658 College Ln S, Mobile, AL, 36608