Monument Retirement & Wealth Advisory provides investment advice and financial planning. They offer asset management services, financial planning and consulting, and solicitor arrangements with third-party money managers. Investment strategies are tailored to individual client goals and objectives. Advisory Representatives are also independently licensed insurance agents.
Assets Under Management$6.7M
Clients23
Advisors1
Avg. per Client$290K
Avg. per Advisor$6.7M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.75% |
Maximum annual fee. The annual fee is negotiable based upon certain criteria.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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