Monies Wealth LLC is a registered investment advisor based in Austin, Texas, offering personalized investment advisory and financial planning services. Monies Wealth works one-on-one with clients to build custom investment portfolios tailored to their risk tolerance and goals, covering equities, fixed income, exchange-traded funds, mutual funds, and alternative investments. In addition to ongoing portfolio management, Monies Wealth provides comprehensive financial planning covering retirement, tax strategies, estate planning, divorce financial planning, special needs planning, executive compensation review, college savings, and risk management. Monies Wealth charges a fee based on the value of assets managed for investment portfolios, and bills for financial planning services on an hourly basis. The firm is led by Dr. Gulseren Mutlu.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.90% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $3.0M | 0.70% |
| $3M+ | 0.60% |
Fees are negotiable and calculated and paid quarterly in arrears.