Monumental Wealth LLC provides ongoing portfolio management services tailored to individual client goals and risk tolerance. They create investment policy statements and may request authority to make trades without asking first. MWL also offers financial planning services covering investments, insurance, taxes, retirement, college, and debt. They primarily advise on mutual funds, fixed income, real estate funds, insurance products, equities, and ETFs.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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