Assets Under Management
$270.0M
Number of Clients
350
Number of Advisors
9
Average Client AUM
$771K
AUM per Advisor
$30.0M
Compensation
Fee-Only (AUM)Fixed/Hourly
Monere Wealth Management offers financial planning, portfolio management for individuals/small businesses, pension consulting, and selection of other advisors. They work with multiple platforms to provide independent research and due diligence on investment alternatives. MWMI uses Pershing LLC for custody.
20 N. Martingale Road, Suite 450, Schaumburg, IL, 60173