Monument Wealth Management
Assets Under Management
$465.1M
Number of Clients
213
Number of Advisors
8
Average Client AUM
$2.2M
AUM per Advisor
$58.1M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
The firm provides ongoing investment advice and manages accounts based on client goals and risk tolerance. They offer financial planning services covering investment, retirement, insurance, tax, education, real estate, and estate planning. They may recommend unaffiliated private investment funds and independent managers.
Fee Structure
The firm offers discretionary investment management services for a negotiable annual fee, generally ranging up to a maximum of 1.50% of assets under management. Fees are prorated and paid quarterly in advance. The fees are directly debited from your account. Financial planning and consulting services are also available. Either party may terminate the agreement at any time with written notice, and unearned fees are promptly refunded.
Areas of Practice
Location
1940 Duke Street, Suite 6100, Alexandria, VA, 22314