Monadnock Retirement Solutions offers financial planning and investment management services. Financial planning covers various topics like cash flow, tax, insurance, retirement, and college savings. For investment management, Monadnock Retirement Solutions creates customized portfolios using model portfolios and may use sub-advisers or co-advisers. They monitor the sub-advisers to ensure they adhere to their investment style. Monadnock Retirement Solutions does not have discretionary authority to select specific funds or investments in your account(s), but you will grant them limited discretionary authority to allocate your assets among one or more model portfolios.
Fee Structure
Monadnock Retirement Solutions charges an annual management fee based on a percentage of the value of your portfolio. The annual fee ranges from 0.30% to 1.00%. This fee is negotiable. The fee is collected by the Third-Party Adviser based on their fee schedule and then paid to Monadnock Retirement Solutions. This fee is separate from the Third-Party Adviser’s fee and does not include brokerage commissions, transaction fees, and other related costs and expenses.