Wealth Advisory Solutions, LLC
Assets Under Management
$560.4M
Number of Clients
660
Number of Advisors
8
Average Client AUM
$849K
AUM per Advisor
$70.1M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Wealth Advisory Solutions (WAS), doing business as The Monument Circle Group (TMCG), provides tailored investment management and financial planning services. TMCG ascertains client investment objectives and allocates assets accordingly. They also offer active trading models with discretionary authority. Financial planning is included for investment management clients at no additional cost. For non-investment management clients, financial planning is offered for a fixed fee.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1M+ | 1.00% |
The Adviser may choose to charge a lower asset based fee at its sole discretion.
Fee Estimator
The annual investment management fee is based on a percentage of assets under management. The fee is 1.25% for assets under $1,000,000 and 1.00% for assets $1,000,000 and up. Financial planning is included at no additional cost for investment management clients. Non-investment management clients pay a fixed financial planning fee determined by complexity and time involved, outlined in a separate agreement. The adviser may choose to charge a lower asset based fee at its sole discretion.
Areas of Practice
Location
1630 W Oak St, Suite 201, Zionsville, IN, 46077