Monocacy Wealth Management offers investment advisory services including comprehensive portfolio management and financial planning. They work with clients to understand their financial situation, goals, and risk tolerance, then create a suitable investment approach using stocks, bonds, ETFs, and other securities. They also offer standalone financial planning and consulting services covering various areas like retirement, estate, and tax planning. Monocacy Wealth Management also provides retirement plan consulting services to employer plan sponsors.
Assets Under Management$43M
Clients92
Advisors3
Avg. per Client$470K
Avg. per Advisor$14M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3M+ | 0.75% |
Fees are negotiable. The maximum annual fee charged to clients utilizing Third Party Managers will not exceed 2% in combination with the fee from Monocacy.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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