Monex Asset Management offers investment advice and portfolio management services to individuals, trusts, estates, and charitable organizations. Services are provided on a continuing basis and include allocating assets among cash, stocks, mutual funds, and bonds. Clients may place restrictions on investments in certain securities.
Assets Under Management$560M
Clients547
Advisors17
Avg. per Client$1M
Avg. per Advisor$33M
Fee Structure
Minimum Investment:$300K
Investment management only (planning not offered)
Monex Asset Management's fees generally range from 0.25% to 2.00% of the value of your portfolio per year, depending on the size of the portfolio, services requested, and portfolio assets. In addition, there is an annual maintenance fee from $180.00 to $200.00 per account. Fees are paid quarterly. Employee-related accounts may have lower fees.
Loading...