Monsour Advisory Services provides financial management services to help clients achieve their financial goals. They manage investment portfolios using stocks, bonds, ETFs, and mutual funds, tailored to the client's risk tolerance. They also offer financial planning, which includes evaluating investment options based on the client's lifestyle choices and goals. The firm also provides retirement planning services for employer-sponsored plans.
Assets Under Management$97M
Clients114
Advisors1
Avg. per Client$850K
Avg. per Advisor$97M
Fee Structure
Minimum Investment:$50K
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1.0M - $2.0M | 1.50% |
| $2.0M - $5.0M | 1.00% |
| $5M+ | 1.00% |
Typical fees are lower. $1 to $1,000,000 (Typical 1.25%), $1,000,001 to $2,000,000 (Typical 1.00%), $2,000,001 to $5,000,000 (Typical .75%). Fees negotiable for accounts over $5,000,001.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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