Monadnock Capital Partners offers investment management services to individuals, high-net-worth individuals, businesses, and institutional clients. They use a fundamental, disciplined, and selective investment approach, focusing on companies with strong competitive positions and growth potential. They also offer pension consulting services. The firm requires a minimum account size of $250,000, but may accept lower values at their discretion.
Assets Under Management$47M
Clients18
Advisors4
Avg. per Client$2.6M
Avg. per Advisor$12M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
For eligible qualified investors, clients will only pay a performance fee equal to 20% of the gain, both realized and unrealized, earned in the client account each calendar year. Any net annual loss will be carried forward and netted out against subsequent gains before any new performance fees are paid.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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