Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Investment management fees are negotiable, up to a maximum of 1.50% of assets under management. Financial planning fees range from $2,500 to $25,000, also negotiable. Limited consultation fees are negotiable up to $25,000. The firm imposes a minimum asset value of $3,000,000 for investment advisory services, but this may be waived or reduced at the firm's discretion.
Areas of Practice
Advisor Information
Office location
1940 Duke Street, Suite 6100, Alexandria, VA, 22314
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Dean is a registered investment advisor with Monument Capital Management since 2012. This takes about half of his time.