Monograph Wealth Advisors, LLC
Assets Under Management
$2.6B
Number of Clients
197
Number of Advisors
7
Average Client AUM
$13.1M
AUM per Advisor
$368.3M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Monograph Wealth Advisors offers investment advisory services, wealth planning (often complimentary to investment advisory clients), pension consulting, and philanthropic services. Investment advice is tailored to individual client needs and goals. They manage accounts on a discretionary or non-discretionary basis and may use sub-advisors. Wealth planning services range from comprehensive plans to focused consultations. Pension consulting services are offered to individuals, trusts, estates, and charitable organizations. Philanthropic services provide support to private foundations and philanthropic entities.
Fee Structure
For investment advisory services, the firm generally charges less than 1% of assets under management, assessed quarterly. There is a minimum annual fee of $85,000, which may be reduced or waived. Fixed fees for investment advisory services range from $100,000 to $1,000,000 annually. For separate, ongoing wealth planning services, fixed fees typically range from $100,000 to $1,000,000 based on the project's scope and complexity. In limited circumstances, an hourly rate starting at $500 per hour may be charged for one-time wealth planning services. Pension consulting services also have a minimum fee of $85,000 and fixed fees ranging from $100,000 to $1,000,000 annually.
Areas of Practice
Location
1230 Rosecrans Avenue, Suite 425, Manhattan Beach, CA, 90266