Monument Capital Management provides ongoing investment management based on your financial situation and goals. They also offer financial planning services covering topics like retirement, insurance, tax, and estate planning. Financial plans may include specific investment recommendations. Monument Capital Management may recommend unaffiliated private investment funds to qualified clients. They do not recommend Bitcoin or other cryptocurrencies. Clients have access to online platforms to view their complete asset allocation.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Annual fee is negotiable and generally ranges up to a maximum annual fee of 1.50% of assets under management. In certain limited circumstances, Monument Capital Management may, in its sole discretion, offer its services on a fixed annual fee basis.