Monograph Wealth Advisors, Llc
El Segundo, California
Monograph Wealth Advisors, LLC, headquartered in El Segundo, CA, is a local investment advisory firm with a strong reputation for providing exceptional financial services. With one office and a team of 11 talented professionals, including 7 dedicated investment advisors, the firm delivers comprehensive wealth management solutions to a diverse clientele. Known for their expertise in investment advisory services, Monograph Wealth Advisors, LLC has built a solid track record of success. On average, each investment advisor oversees an impressive $254,710,000 in assets under management, surpassing industry standards. The firm's compen...
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Assets Under Mgmt

$1.78B

Investment Professionals

7

Locations

0

% 401K & Individual

1%

% Discretionary

96%
Compensation Structure
A percentage of assets under your management
Fixed Fees
Other
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection of other advisers
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