Monocot Wealth Management offers investment advice and financial planning to individuals and other clients. They evaluate clients' financial situations and objectives to determine suitable investment strategies. Services include asset management for held away accounts, financial planning, and retirement plan consulting. Monocot Wealth Management uses a Wealth Simulation process to stress-test investment strategies. As a fiduciary, Monocot Wealth Management is legally required to act in the client's best interest.
Assets Under Management$66M
Clients78
Advisors1
Avg. per Client$840K
Avg. per Advisor$66M
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Maximum annual fee charged for asset management of held away accounts.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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