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Monon Wealth Management
Carmel, Indiana
5.0
1 Review
Monon Wealth Management, a local investment advisory firm headquartered in Carmel, IN, is dedicated to providing personalized wealth management solutions to its clients. With over 600 individual clients, Monon manages an impressive $277,572,000 in assets. The firm operates from three offices, strategically positioned to serve their clients efficiently.
While employer funds form a significant portion of Monon's assets under management, comprising over 70%, the firm also offers expertise in managing 401K and individual accounts. With 89% of the assets managed being discretionary, Monon ensures a high degree of flexibility and custo...see more
Assets Under Mgmt
$277.57M
Investment Professionals
7
Locations
2
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
- Fixed Fees
Services Provided Section
- Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Reviews for Monon Wealth Management
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