Monroe Wealth Management provides comprehensive wealth management, financial planning, and business consulting services to individuals and high-net-worth clients. Founded in 2019 and based in San Francisco, California, Monroe Wealth Management creates personalized investment plans using strategies such as asset allocation, modern portfolio theory, mutual funds, exchange-traded funds, and individual stocks and bonds. The firm also offers specialized services including box spread options strategies, ongoing financial planning, and consulting for business owners covering cash flow, debt management, employee benefits, tax strategies, and retirement planning. Clients with managed assets over $1,000,000 pay fees based on a percentage of their portfolio, while clients with managed assets below $1,000,000 pay flat fees.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $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% |
Accounts under $1M are charged flat fees up to $10,000 annually. Fees are negotiable for accounts over $1M. There is a $10,000 annual minimum fee. Box spread options strategy is charged a separate flat 0.5% annual fee.