Monument Wealth Management

Wealth Management Firm in Charles County, MD

Firm Info
Address: 1701 Duke St #425, Alexandria, VA 22314, USA
Phone: (703) 504-9600

Firm Size
Assets Under Management: $424.9 million
# of Advisors: 7
# of Clients: 858
Client to Advisor Ratio: 123:1
Average Account Size: $495,205
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Selection of Others Advisors

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Other

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Fixed Fees (Other than subscription)

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Monument Wealth Management Overview

Monument Wealth Management is a fee-only registered investment advisory firm headquartered in Alexandria, VA. The firm has been in business since 2012, providing investment advice only to its clients. As a fee-only firm, Monument Wealth Management is committed to putting the needs of its clients first and providing transparent and unbiased financial advice. The firm offers a range of services to its clients, including financial planning, portfolio management for individuals and small businesses, and the selection of other advisors. Monument Wealth Management works closely with clients to understand their unique financial goals and needs, developing personalized investment strategies that align with those goals. With a team of experienced investment professionals, Monument Wealth Management has built a reputation for providing high-quality investment advice and exceptional service to its clients. The firm is committed to helping its clients achieve their financial goals and is dedicated to helping them navigate even the most challenging investment environments. Whether clients are seeking financial planning advice or need help managing their portfolios, they can trust Monument Wealth Management to provide expert advice and guidance every step of the way.

Monument Wealth Management proudly serves a diverse range of clients, including individuals, high net worth individuals, and other types of clients. The firm understands that each client has unique goals and needs, and therefore offers customized solutions to meet their financial objectives. Monument's experienced team collaborates with each client to develop personalized investment strategies that align with their values, preferences, and risk tolerance. As a result, clients can confidently navigate the complex financial landscape and achieve their desired outcomes. To ensure that clients receive the best value for their investment, Monument Wealth Management offers different fee structures depending on the service provided. Clients can choose to pay a percentage of assets under management (AUM) for ongoing portfolio management services. This fee structure is ideal for clients who need a comprehensive and ongoing investment strategy. Alternatively, clients who require specific financial planning services may opt for a fixed fee structure that is tailored to their specific needs. This fee structure is beneficial for clients who require a one-time financial planning service without ongoing management. Overall, Monument Wealth Management's flexible fee structure ensures that clients have access to top-notch financial services at a reasonable cost.

Typical Clients, Fee Structures & Investment Minimum

As an AI language model, I do not have access to the latest updates from the company or their brochure. However, as per the Part 2 Brochure note about investment minimum provided by the user, it is unclear whether Monument Wealth Management has mentioned their investment minimum in their brochure or not. If there is no mention of investment minimum, it can be assumed that they do not have any investment minimum requirements. It is always recommended to contact the company directly or refer to their latest brochure for accurate and up-to-date information about their investment minimums.

How This Office Can Help Charles County, MD Residents

Monument Wealth Management is committed to providing comprehensive financial planning services that help clients in Charles County, MD achieve their long-term financial goals. Whether it’s preparing for retirement, saving for a child’s education, or managing debt, our team of experienced financial planners helps clients navigate their unique financial situations and make informed decisions about their money. For clients in Charles County, MD, there may be specific financial challenges to overcome, such as high housing costs or navigating the complex Maryland tax system. Our financial planners can provide guidance on these issues and help clients develop customized financial plans tailored to their needs. Our services include retirement planning, investment management, tax planning, and estate planning, among others. We pride ourselves on building long-term relationships with our clients, so we can provide ongoing support as their financial needs change over time.

To view the Minimum Investment and Fee Schedule for Monument Wealth Management, visit their Part 2 Brochure.

Services Offered by Monument Wealth Management

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Monument Wealth Management most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Fixed Fees (Other than subscription)
Unavailable
Hourly
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 1701 Duke St #425, Alexandria, VA 22314, USA
Phone (703) 504-9600
Directions
Google My Business Reviews:
5 Stars

Other Office Locations

This firm has no other locations.

State Registrations

Monument Wealth Management is registered to service clients in the following states:

  • California
  • District of Columbia
  • Florida
  • Maryland
  • New Jersey
  • New York
  • Texas
  • Virginia

Disciplinary History

Monument Wealth Management does not have any disclosures. Please visit it's Form ADV for more details.