Monograph Wealth Advisors is a registered investment advisor based in Manhattan Beach, California, offering comprehensive wealth management services primarily to high-net-worth individuals, families, and institutions. The firm provides continuous investment management on a discretionary or non-discretionary basis, tailoring portfolios to each client's specific investment policy statement, risk tolerance, and time horizon. In addition to portfolio management, Monograph Wealth Advisors offers wealth planning services ranging from comprehensive financial plans to targeted consultations, which cover cash flow projections, retirement strategies, and asset reallocation. The firm also provides pension consulting services for retirement plans and specialized philanthropic services for private foundations and charitable entities. Monograph Wealth Advisors generally includes wealth planning as a complimentary service for clients who maintain an investment advisory relationship with the firm.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Monograph Wealth Advisors generally charges an annual fee of less than 1% of assets under management, with a minimum annual fee of $85,000. Fees are negotiable based on account complexity, size, and other factors. Fixed annual fees ranging from $100,000 to $600,000 may be used in place of percentage fees.