Monarch Capital Management INC

Fee-Only (% of Portfolio)Fixed/Hourly

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.

Assets Under Management$480M
Clients188
Advisors4
Avg. per Client$2.5M
Avg. per Advisor$120M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $3.0M1.00%
$3.0M - $10.0M0.75%
$10M+0.50%

Investment management fee may be negotiable in special circumstances.

Fee Estimator
Your Portfolio Value
$500K
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Location

4 Advisors at this firm

Monarch Capital Management INC | TrueAdvisor