Monhegan Capital Management provides wealth management services to high-net-worth individuals, trusts, estates, and charitable organizations. These services integrate financial planning with investment management. Monhegan Capital creates customized investment strategies using mutual funds, exchange-traded funds, and individual stocks and bonds. They also provide financial planning services covering investment, tax, estate, and insurance planning. Monhegan Capital may recommend independent managers for a portion of a client's portfolio.
Fee Structure
Monhegan Capital charges a single combined fee for both investment management and financial planning services, ranging from 0.05% to 1.00% annually based on the amount of assets managed, the complexity of services, and the overall relationship. The fee is calculated based on the market value of assets at the end of the prior quarter and is paid quarterly in advance. Fees may be negotiable. If independent managers are used, the total blended fee will not exceed 2.00% annually. There is a minimum relationship size of $5,000,000.