Monarch Wealth Management offers financial planning focusing on clients' specific needs, which may be comprehensive or modular. They also provide investment management services, creating customized investment programs based on clients' goals, risk tolerance, and time horizon. Monarch creates an Investment Policy Statement (IPS) outlining investment policies and procedures.
Assets Under Management$50M
Clients22
Advisors1
Avg. per Client$2.3M
Avg. per Advisor$50M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management
Minimum Annual Fee:$2,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $800K | 1.00% |
| $800K - $2.0M | 0.80% |
| $2.0M - $4.0M | 0.50% |
| $4M+ | 0.25% |
The fee schedule and minimum fee are negotiable based on the dollar amount of assets to be managed, anticipated future earning capacity, other related accounts managed by MWM, the complexity of the asset allocation model and the types of assets maintained in the account, and other relationships and history with the client.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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