Monroe Capital Partners offers investment management services tailored to individual client needs. They develop investment policies based on client goals, risk tolerance, and time horizons. They manage accounts on a discretionary or non-discretionary basis, focusing on various securities. The firm's investment recommendations are not limited to specific products and include a range of securities.
Assets Under Management$87M
Clients46
Advisors1
Avg. per Client$1.9M
Avg. per Advisor$87M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Minimum Annual Fee:$1,950
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3M+ | 0.80% |
Minimum annual fee of $1,950. Discounts may be offered to family members and friends of associated persons. $500,000 minimum account size may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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