Monarch Capital Management manages client portfolios using stocks and bonds, tailoring strategies to meet individual client objectives. They consider income needs, time horizon, tax implications, and risk tolerance. Monarch also offers financial advisory services on personal and family financial matters, including balance sheets, financial analysis, wealth transfer planning, budgeting, and financial action plans. All assets are managed on a discretionary basis.
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Investment management fee may be negotiable in special circumstances.