Monarch Fiduciary, LLC

Overview

Monarch Fiduciary, LLC is organized as a limited liability company controlled by an individual owner. The firm provides a mix of advisory services centered on financial planning and portfolio management for both individuals/small businesses and for businesses or institutional clients. It also engages in client education and communications through periodic publications, newsletters, and workshops or seminars. The adviser offers multiple fee arrangements — percentage-of-AUM, hourly billing, subscription fees, and fixed fees — rather than a single standardized pricing model. The firm is not identified as an active ESG investor, is not a multi-state adviser, and is not listed as a capital allocator, pension consultant, or related adviser.

Assets & Accounts