Northern Monarch Capital (NMC) provides investment management services, helping clients determine their financial goals and risk tolerance to create suitable investment strategies using ETFs, mutual funds, and common stocks. NMC also offers ERISA plan services to retirement plans, acting as a limited scope fiduciary. Additionally, NMC provides financial planning and consulting services, evaluating clients' financial situations and creating plans for retirement, investments, and cash flow management.
Assets Under Management$0
ClientsN/A
Advisors4
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
The fee schedule is fixed, meaning all assets are charged the same annual fee of 1.25%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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