Monon Wealth Management provides wealth management services to individuals, high net worth individuals, trusts, estates, businesses, and retirement plans. Services include investment management using ETFs, mutual funds, stocks and bonds, and financial planning covering investment, retirement, education, and insurance needs. They may also recommend independent managers. Monon Wealth Management acts as a fiduciary, committed to acting in the client's best interest.
Assets Under Management$450M
Clients700
Advisors7
Avg. per Client$650K
Avg. per Advisor$65M
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Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.70% |
| $10.0M - $25.0M | 0.60% |
| $25M+ | 0.50% |
Fees may vary or be negotiable. Clients may be subject to a legacy fee schedule.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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