MONERE WEALTH MANAGEMENT, INC.
Schaumburg, Illinois
Monere Wealth Management, Inc. is a reputable local investment advisory firm based out of Schaumburg, IL. With two well-established offices, the company boasts a team of 12 highly skilled professionals, 8 of whom specialize in providing comprehensive investment advisory services. Drawing from its vast expertise, Monere Wealth Management, Inc. consistently manages an impressive average of $15,250,000 in assets per investment advisor. Their compensation structure is diverse and caters to clients' unique needs, offering options such as a percentage of assets under management, fixed fees, and hourly charges. Notably, nearly half of t...
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Assets Under Mgmt

$122M

Investment Professionals

8

Locations

1

% 401K & Individual

74%

% Discretionary

43%
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
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
Other Business Activities
Broker-dealer (Registered or unregistered)
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