Monograph Wealth Advisors offers investment advice, wealth planning, pension consulting, and philanthropic services to individuals, high-net-worth individuals, charitable organizations, and institutions. Investment advice is tailored to client needs, and wealth planning can be complimentary to investment advisory services or offered separately. Pension consulting is offered to retirement plans and individuals. Philanthropic services provide support to private foundations and philanthropic entities.
Fee Structure
Monograph Wealth Advisors generally charges less than 1% annually of the value of your portfolio for investment advisory services. This fee is typically deducted quarterly, based on the average daily value of your investments during the previous quarter. There is a minimum annual fee of $85,000, which may be reduced or waived at Monograph's discretion. In some cases, Monograph may charge a fixed annual fee instead of a percentage of your portfolio, ranging from $100,000 to $1,000,000, charged quarterly in advance.