Monetary Management Group offers investment advisory services to individuals, families, companies, profit-sharing plans, and 401(k) plans. They manage investments based on each client's objectives, risk tolerance, and time horizon. The firm provides discretionary investment management services through a wrap fee program, which includes investment recommendations, trade execution, portfolio reports, performance evaluation, and ongoing consultation.
Fee Structure
Monetary Management Group offers investment management through a wrap fee program. This means you pay a single, all-inclusive fee that covers investment advice, trade execution, and portfolio reporting. The annual fee is calculated quarterly based on the average value of your investments. The specific percentage you pay depends on the types of investments in your account (equities or fixed income). There is a $2,500 minimum annual fee, and all fees are subject to negotiation.