Monument Investments offers investment advisory services, reviewing clients' financial situations, performing investment analysis, and providing advice on securities, real estate, and estate planning. Monument Investments manages investment portfolios in various investment products, including mutual funds, stocks, and bonds. Ongoing management and periodic reviews are provided for clients participating in a portfolio management program.
Assets Under Management$41M
Clients29
Advisors1
Avg. per Client$1.4M
Avg. per Advisor$41M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fee ranges from 0.05% to 2% per year, depending on the client's situation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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