Monroe Wealth Management (MWM) offers investment management and financial planning services. MWM develops investment plans based on clients' goals and risk tolerance, primarily investing in stocks, bonds, mutual funds, and ETFs. MWM also provides financial planning services covering areas like business planning, cash flow management, college savings, estate planning, insurance, retirement planning, and tax strategies. For business owners, MWM offers business consulting services. MWM may recommend Outside Managers to assist with the management of client accounts.
Assets Under Management$72M
Clients55
Advisors1
Avg. per Client$1.3M
Avg. per Advisor$72M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$10,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.25% |
The advisory fee is a flat tier until $10 million in which it becomes a blended tier. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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