Monson Wealth Management Fees & Minimum

Overview

Total Firm Assets: $196 million
Average High-Net-Worth Client Portfolio Size: $18.9 million

Fee Disclosure

Source: ADV2A SEC (2026-10-13) · View brochure text

Min	Max	Disclosed Annual Rate
$0	$1,000,000	1.50%
$1,000,001	$2,500,000	1.25%
$2,500,001	and above	1.00%

Rate applies to the entire account based on its size.

Estimated Annual Advisory Fees

Portfolio Value	Estimated Annual Fee	Effective Fee Rate
$1 million	$15,000	1.50%
$5 million	$50,000	1.00%
$10 million	$100,000	1.00%
$50 million	$500,000	1.00%
$100 million	$1,000,000	1.00%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets: 48.23%
Number of High-Net-Worth Clients: 5
Total Client Accounts: 28
Discretionary Accounts: 28

Services Offered

Services: Portfolio Management for Individuals, Investment Advisor Selection

Regulatory Filings

SEC CRD Number: 337251

ADV2A SEC (2026-10-13) (fee schedule source) · View brochure text

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

Frequently Asked Questions

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