Blue Monarch Financial (BMF) is a registered investment advisor offering investment advice and financial services. These services include reviewing client investment objectives, recommending asset allocation strategies, retirement income planning, long-term care planning, tax planning, estate planning, and wealth management. BMF may recommend a third-party money manager to manage client assets. BMF has an affiliation with Impact Partnership Wealth, LLC and AE Wealth Management, LLC.
Assets Under Management$8.6M
Clients49
Advisors2
Avg. per Client$180K
Avg. per Advisor$4.3M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.65% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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