Assets Under Management
$578.8M
Number of Clients
170
Number of Advisors
3
Average Client AUM
$3.4M
AUM per Advisor
$192.9M
Compensation
Fee-Only (AUM)Fixed/Hourly
Monument Group Wealth Advisors provides investment management and financial planning services to individuals, high net worth individuals, trusts, estates, and businesses. Services include investment planning, retirement planning, tax planning, and estate planning. They may use sub-advisors and offer family office services.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.5M | 1.00% |
| $2.5M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees may be negotiable at the sole discretion of the Advisor.
801 Main Street, Suite 14, Concord, MA, 01742