Monarch Wealth Strategies offers wealth management services, including investment portfolio oversight, tax-loss harvesting, asset allocation, rebalancing, and distribution planning. The firm manages assets on a discretionary basis, meaning they make investment trades on your behalf without needing your prior approval for every single transaction, though you can place restrictions on certain investments. In addition to managing portfolios, Monarch Wealth Strategies provides financial planning and consulting covering retirement, taxes, education, estate planning, budgeting, insurance needs, and business succession. The firm serves individuals and families, trusts, estates, charitable organizations, pension and profit-sharing plans, and businesses.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.95% |
Fees are negotiated based on each client's situation and complexity, up to a maximum annual rate of 1.95%. There is a $7,500 minimum annual fee.