Monument Capital Management provides continuous investment management and personalized financial planning services to individuals, high-net-worth individuals, trusts, and estates. The firm builds diversified portfolios primarily using exchange-traded funds, mutual funds, and individual equities, incorporating strategies such as global macro, dividend growth, strategic growth, and direct indexing. Monument Capital Management tailors portfolios to client objectives and accommodates special situations like low-basis stock or tax-loss harvesting. In addition to managing portfolios, the firm offers comprehensive and modular financial planning covering retirement, estate, tax, and insurance planning, as well as consultations. Clients' accounts are generally held at Charles Schwab & Co., Inc. as qualified custodian.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable and generally range up to 1.50% based on asset amount, composition, and complexity. Accommodation accounts are charged a nominal annual fee of 0.08%.