MONUMENT GROUP WEALTH ADVISORS, LLC
Concord, Massachusetts
5.0
1 Review
Monument Group Wealth Advisors, LLC, based out of Concord, MA, is a small investment advisory firm with a solid reputation in the industry. With six dedicated employees, three of whom specialize in investment advisory services, they offer expert financial guidance to a diverse clientele. Their impressive average of $121,490,000 in assets under management per investment advisor falls within the industry average, highlighting their ability to effectively handle clients' portfolios. Monument Group Wealth Advisors, LLC maintains a well-rounded compensation structure, incorporating various models such as a percentage of assets under m...
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Assets Under Mgmt

$429.36M

Investment Professionals

3

Locations

0

% 401K & Individual

3%

% Discretionary

99%
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
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