Monroe Financial Inc. provides consulting services to pension plans and financial planning to individuals. Financial planning covers investment planning, insurance, tax, retirement, college, and debt/credit planning. Monroe Financial primarily recommends ETFs but may use other securities. Client investment strategies are tailored to their individual circumstances.
Assets Under Management$13M
Clients197
Advisors1
Avg. per Client$64K
Avg. per Advisor$13M
Fee Structure
Minimum Investment:None
The cost for financial planning services depends on the complexity of the plan, the hourly rate, and the estimated time to create the plan. It's anticipated that each financial planning service will take approximately 2-4 hours. The negotiated hourly fee for these services is between $60 and $150.
Hourly Rate:$60 - $150/hr
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