Monere Wealth Management, INC.
Assets Under Management
$270.0M
Number of Clients
350
Number of Advisors
9
Average Client AUM
$771K
AUM per Advisor
$30.0M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Monere Wealth Management, Inc. offers financial planning, portfolio management for individuals, small businesses, and institutional clients. They provide customized portfolios, access to investment platforms, and independent research. MWMI works with Pershing LLC for custody and Pershing Wealth Solutions for portfolio management.
Fee Structure
MWMI charges a maximum of 3.00% annually based on the total market value of managed assets. All fees are negotiable. There is a minimum household portfolio value of $50,000 ($25,000 for Mutual funds and ETFs) and a minimum quarterly fee of $250. Financial planning services are offered at $250 per hour or a fixed fee agreed upon by the client and MWMI.
Areas of Practice
Location
20 N. Martingale Road, Suite 450, Schaumburg, IL, 60173