Monthie Wealth Advisors provides ongoing investment management and financial planning services tailored to each client's specific goals, time horizon, and risk tolerance. The firm creates an investment policy statement for every client and builds diversified portfolios using mutual funds, fixed income securities, exchange-traded funds, equities, insurance products, and private placements. In addition to portfolio management, Monthie Wealth Advisors offers comprehensive financial planning covering areas such as retirement, taxes, college savings, debt management, and insurance. The firm operates as a registered investment advisor and acts in the best interest of clients when providing advice on retirement accounts. Monthie Wealth Advisors requires an account minimum of $250,000 to open a relationship, though this minimum can be waived at the firm's discretion.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $5.0M | 0.80% |
| $5M+ | 0.60% |
Fees are generally negotiable. Fees are calculated using the average daily balance in the account.