Mark Monreal & Associates offers investment advice and financial planning to clients. Investment advice is tailored to each client's needs and goals. Financial planning covers areas like taxes, investments, insurance, retirement, and estate planning. Consulting services are also available for specific financial topics.
Assets Under Management$2.5M
Clients21
Advisors1
Avg. per Client$120K
Avg. per Advisor$2.5M
www.mmafinancial.com ·www.facebook.com/profile.php?id=100063673685183 ·www.linkedin.com/in/mark-monreal-cfp-b6543724
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$438
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.75% |
| $100K - $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1M+ | 0.75% |
The fee schedule is inclusive of investment advisory services and brokerage commissions.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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