Monument Asset Management provides financial planning, investment portfolio management, and retirement plan consulting. They meet with clients to assess their financial needs and goals, then recommend services. For portfolio management, they create a financial plan and manage investments. They may also recommend third-party investment advisors. They also offer retirement plan consulting services.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$25K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee is negotiable based on the size of the account.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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