Monarch Financial offers customized wealth management solutions, including continuous discretionary investment management and financial planning services. Monarch Financial builds portfolios primarily using exchange-traded funds, mutual funds, individual stocks, and individual bonds, while also considering legacy investments and tax considerations. Financial planning services cover retirement planning, personal savings, education savings, and insurance needs, and are included as part of the wealth management services at no separate charge. Monarch Financial serves individuals, high-net-worth individuals, trusts, and estates, with no minimum asset requirement to establish or maintain a relationship.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.05% |
| $1.0M - $5.0M | 0.85% |
| $5M+ | 0.65% |
Fees are negotiable and take into consideration aggregate assets under management with Monarch Financial.