Monument Group Wealth Advisors manages investment portfolios and provides personalized financial planning and family office services to individuals, high-net-worth families, trusts, estates, and businesses. Monument Group Wealth Advisors designs comprehensive wealth management plans covering investment strategy, retirement planning, tax planning, estate coordination, and education savings. Portfolios are constructed using globally diversified mutual funds, exchange-traded funds, individual stocks, and bonds tailored to each client's specific goals and risk tolerance. The firm also offers specialized family office services for ultra-high-net-worth households and uses third-party technology to manage held-away retirement accounts.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.5M | 1.00% |
| $2.5M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees may be negotiable at the discretion of the advisor. Family office services range from $100,000 to $200,000 per year.