Monies Wealth provides investment management and financial planning services. Investment management includes defining goals, assessing financial situations, determining risk tolerance, researching investment options, selecting investments, and monitoring performance. Financial planning covers cash flow, debt management, executive compensation, divorce, college savings, estate, retirement, risk, insurance, annuity, and special needs planning. Consulting services are also available for limited scope or specific topics.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K+ | 1.00% |
For account sizes greater than $500,000, the fee depends on the number of years the Client stays with the Adviser without interruption as follows: Second Year: 0.90%, Third Year: 0.80%, Fourth Year: 0.70%, Fifth year and beyond: 0.60%