Monetary Management Group manages investment portfolios and provides ongoing investment advice for individuals, families, trusts, and retirement plans. The firm builds customized portfolios using a wide range of investments including stocks, bonds, mutual funds, and government securities. All clients participate in a bundled fee program where a single percentage-based fee covers investment management, trading commissions, and ongoing consultations. Monetary Management Group tailors portfolios to each client's specific goals, risk tolerance, and time horizon, operating under a legal obligation to act in your best interest when advising on retirement accounts.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Equities are charged 1.0% to 2.0% per year; fixed income is charged 0.50% to 1.0% per year. The maximum schedule rate shown is 2.0%. Subject to a $2,500 annual minimum fee. Fees are negotiable based on account size and asset mix.