Assets Under Management
$560.4M
Number of Clients
660
Number of Advisors
8
Average Client AUM
$849K
AUM per Advisor
$70.1M
Compensation
Fee-Only (AUM)Fixed/Hourly
Wealth Advisory Solutions (doing business as The Monument Circle Group) provides tailored investment management and financial planning services. They ascertain client objectives and allocate assets accordingly. Financial planning is offered to investment management clients at no additional cost. For clients interested only in financial planning, a fixed fee is charged.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1M+ | 1.00% |
The Adviser may choose to charge a lower asset based fee at its sole discretion.
1630 W Oak St, Suite 201, Zionsville, IN, 46077