Monument Group Wealth Advisors, LLC
Assets Under Management
$578.8M
Number of Clients
170
Number of Advisors
3
Average Client AUM
$3.4M
AUM per Advisor
$192.9M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Monument Group Wealth Advisors offers investment management services to individuals, high net worth individuals, trusts, estates, and businesses. Services include financial planning, retirement planning, tax planning, and estate planning. They may use sub-advisors and a third-party platform (Pontera) to manage held-away assets.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.5M | 1.00% |
| $2.5M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees may be negotiable at the sole discretion of the Advisor.
Fee Estimator
Investment management fees are based on a percentage of assets under management, billed quarterly in advance. The annual fee is 1.00% on the first $2.5 million, 0.75% on the next $2.5 million, and 0.50% on amounts above $5 million. Financial planning fees range from $2,000 to $30,000, or $250 to $500 per hour, and may be negotiable. Family Office Services range from $100,000 to $200,000 per annum. A minimum portfolio of $2,000,000 is generally required, but may be waived.
Areas of Practice
Location
801 Main Street, Suite 14, Concord, MA, 01742