Monument Group Wealth Advisors, LLC

RIASEC Registered

Total AUM

$679M

Discretionary

$679M

100% of AUM

Avg account

$967K

Accounts

702

Employees

Advisory reps

Firm details

Headquarters: Concord, Massachusetts
CRD number: 111908
Registered since: August 14, 2001
Website: www.monumentgroupwealth.com
Custodians: CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI98.44%
Individuals1.43%
Charitable Organizations0.13%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Monument Group Wealth Advisors, LLC is an independent, LLC-structured registered investment adviser that has been SEC-registered since 2001. The firm serves a mix of individuals, families and institutional clients and functions as a capital allocator, selecting outside managers when appropriate. Its advisory offering includes financial planning and discretionary portfolio management for individuals, small businesses and larger business or institutional clients, along with manager selection services. Monument Group charges a combination of percentage-of-AUM, hourly and fixed fees. The firm reports affiliations with accounting and law firms and does not identify as an active ESG investor.