Monument Advisers provides ongoing investment advice based on individual client needs. They develop investment plans with asset allocation targets and manage portfolios accordingly. Monument primarily advises on stocks, bonds, mutual funds, ETFs, and other securities. They may use outside managers to assist with account management and may recommend affiliated donor advised funds or investment entities, which presents a conflict of interest.
Assets Under Management$4.8M
Clients18
Advisors4
Avg. per Client$270K
Avg. per Advisor$1.2M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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