The Monitor Group, Inc. offers financial planning and investment management services. Financial planning covers areas like setting financial goals, managing cash flow, tax planning, insurance, education funding, retirement, and estate planning. Investment advice is provided, but clients make the final decisions. The firm manages investments using mutual funds and exchange-traded funds. The Monitor Group, Inc. is a fee-only firm and does not sell commissioned products.
Assets Under Management$150M
Clients172
Advisors2
Avg. per Client$900K
Avg. per Advisor$77M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Fees are negotiable and range from 0.5% to 1.25% annually.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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