Monson Wealth Management offers investment management services to clients, determining investment goals, risk tolerance, and time horizons. Investment strategies, asset allocation, and portfolio monitoring are based on these factors. Monson Wealth Management may hire sub-advisors to manage client assets. Clients can impose restrictions on investments.
Assets Under Management$200M
Clients15
Advisors1
Avg. per Client$13M
Avg. per Advisor$200M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $2.5M | 1.25% |
| $2.5M+ | 1.00% |
The annual fee is negotiable based upon certain criteria (e.g., historical relationship, type of assets, anticipated future earning capacity, anticipated future additional assets, dollar amounts of assets to be managed, related accounts, account composition, negotiations with Clients, etc.). When using Sub-Advisors, the Client may pay additional fees of up to 1.0%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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