Stan Monk offers investment management and financial planning services for individuals on a fee-only basis. Operating independently, Stan Monk focuses on building long-term portfolios primarily using no-load mutual funds, adopting a value-oriented investment strategy. Clients receive quarterly memos detailing account performance and market conditions, alongside ongoing portfolio reviews. Stan Monk also acts as a financial counselor, encouraging clients to reach out with questions about markets or general financial matters. Financial planning is provided as an ancillary service without an additional separate charge. Stan Monk does not assume trading authority without client approval, maintaining non-discretionary management over all client accounts.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.00% |
| $250K - $500K | 0.75% |
| $500K+ | 0.50% |
Fees may be negotiated under unusual circumstances. Financial planning advice is included without a separate charge.