Overview

Headquarters
Indianapolis, IN
Total Firm Assets
$547 million
Average High-Net-Worth Client Portfolio Size
$3.0 million

Fee Disclosure

Source: MONON WEALTH MANAGEMENT DISCLOSURE BROCHURE, BROCHURE SUPPLEMENT AND PRIVACY POLICY (2026-09-29) · View brochure text

MinMaxDisclosed Annual Rate
$0 $1,000,000 1.25%
$1,000,001 $2,500,000 1.00%
$2,500,001 $5,000,000 0.80%
$5,000,001 $10,000,000 0.70%
$10,000,001 $25,000,000 0.60%
$25,000,001 and above 0.50%
Estimated Annual Advisory Fees
Portfolio ValueEstimated Annual FeeEffective Fee Rate
$1 million $12,500 1.25%
$5 million $47,500 0.95%
$10 million $82,500 0.82%
$50 million $297,500 0.60%
$100 million $547,500 0.55%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets
71.50%
Number of High-Net-Worth Clients
130
Total Client Accounts
1,740
Discretionary Accounts
1,617
Non-Discretionary Accounts
123

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection

Regulatory Filings

SEC CRD Number
289413
  • MONON WEALTH MANAGEMENT DISCLOSURE BROCHURE, BROCHURE SUPPLEMENT AND PRIVACY POLICY (2026-09-29) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

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