Monument Wealth Management

Assets Under Management

$465.1M

Number of Clients

213

Number of Advisors

8

Average Client AUM

$2.2M

AUM per Advisor

$58.1M

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

Monument Capital Management offers asset management services with continuous supervision and financial planning services covering various topics. They may recommend unaffiliated private investment funds and independent managers. The firm does not recommend Bitcoin or cryptocurrencies. They use fundamental, charting, cyclical and technical analysis.

Fee Structure

Minimum Investment:$3M
Financial Planning:Included in AUM fee
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
Loading...
Location

1940 Duke Street, Suite 6100, Alexandria, VA, 22314

8 Advisors at this firm