Monarch Wealth Management provides customized investment management and personal financial planning services to individuals and high-net-worth clients. Founded in 2008 and led by John Sykora, the firm takes a contrarian, active approach to portfolio management, focusing on valuation, broad diversification, and low-cost, tax-efficient investments. Financial planning services cover a wide range of needs, including retirement planning, tax strategies, estate planning, education savings, cash flow management, and insurance review. Monarch Wealth Management offers ongoing financial planning at no extra cost to clients who also use its investment management services.
Fee Structure
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% |
Fees and minimums are negotiable based on asset amount, earning capacity, related accounts, and asset complexity. Monarch Wealth Management also features a Loyalty Rewards Program where the sixth full year of service and every sixth year thereafter are free of charge.