Monarch Capital Management INC
Assets Under Management
$476.4M
Number of Clients
188
Number of Advisors
3
Avg. Portfolio per Client
$2.5M
Avg. Managed per Advisor
$158.8M
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
About This Firm
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.
Fee Structure
Portfolio-Based Fees (Tiered)
| 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.
Fee Estimator
Areas of Practice
Location
127 W Berry Street, Suite 402, Fort Wayne, IN, 46802