Monarch Fiduciary is an independent registered investment advisor based in Kansas City, Missouri, founded by Joshua Miller in 2025. The firm offers ongoing portfolio management using diversified, low-cost investment vehicles such as index funds and exchange-traded funds. In addition to managing investments, Monarch Fiduciary provides comprehensive financial planning, retirement planning, tax planning, and estate planning services. The firm tailors its services to each client's specific goals, risk tolerance, and time horizon, and operates under a legal obligation to act in its clients' best interests.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.85% |
| $1.0M - $2.5M | 0.70% |
| $2.5M+ | 0.70% |
Fees for amounts above $2,500,000 are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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