Monotelo Wealth Partners provides investment advisory services, primarily managing balanced portfolios with a focus on diversification. They invest in various securities, including exchange-traded funds, mutual funds, stocks, and bonds. The firm tailors its advice to individual client needs, considering their objectives, risk tolerance, and any investment restrictions. Monotelo generally manages accounts with discretionary authority, making investment decisions without prior client consultation.
Assets Under Management$40M
Clients25
Advisors1
Avg. per Client$1.6M
Avg. per Advisor$40M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.60% |
Fees are negotiable with each client.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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