The Menard Financial Group offers personalized investment management and financial planning services to individuals, high net worth families, trusts, and businesses. The firm utilizes a wrap fee program approach where trading costs are bundled into the management fee, and can also coordinate with independent third-party money managers. In addition to portfolio management, The Menard Financial Group provides comprehensive financial planning covering retirement, estate, tax strategies, education funding, and insurance analysis. The firm takes a holistic and educational approach to help clients navigate complex financial situations while tailoring strategies to individual risk tolerance and time horizons. The firm also offers specialized consulting for employer retirement plans and fee-based variable annuities.
Fee Structure
Investment management services are offered through a wrap fee program. While the specific percentage tiers are detailed in a separate program brochure, the firm requires a minimum account balance of $100,000 to participate, though this minimum may be negotiable under special circumstances. Custodial transaction costs for trades are included in the wrap fee, but clients may still pay underlying fund expenses.