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How does the advisor help clients – Key Takeaways:
The MONARCH PLAN ADVISORS team provides comprehensive financial planning and investment management services to help clients achieve their financial goals. They specialize in working with high net worth individuals and families, helping them build and preserve wealth for future generations. With a team of experienced and knowledgeable advisors, clients can trust that they are receiving expert guidance and tailored solutions for their unique financial situations.
Facts and Insights
MONARCH PLAN ADVISORS has been in business for over 20 years and has built a reputation for delivering exceptional financial services to their clients. The firm is independently owned and operates with a fiduciary responsibility to always act in the best interest of their clients. This means that they are legally and ethically bound to provide honest and unbiased advice, putting their clients’ needs before their own.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | $500 million |
|---|---|
| Number of Advisors | 10 |
| Time in Business | Over 20 years |
Financial Services Offered
MONARCH PLAN ADVISORS offers a wide range of financial services to their clients including:
- Investment management
- Wealth planning
- Tax planning
- Estate planning
- Retirement planning
- Insurance planning
- Charitable giving
Client Types
The firm primarily works with high net worth individuals and families, but also serves a diverse range of clients including:
- Retirees
- Business owners
- Professionals
- Executives
- Inherited wealth recipients
- Trust beneficiaries
- Institutional clients
- Non-profit organizations
Fees & Compensation
MONARCH PLAN ADVISORS operates on a fee-only structure, which means they do not receive commissions from the sale of financial products. The firm’s fees are based on a percentage of assets under management, so their success is directly linked to the success of their clients’ investments. This fee structure ensures that the advisors’ interests are aligned with their clients’ and there are no conflicts of interest.
Background
The team at MONARCH PLAN ADVISORS is made up of highly qualified and experienced advisors who come from diverse backgrounds in finance, accounting, and law. They bring a wealth of knowledge and expertise to the table, allowing them to provide comprehensive and customized solutions for each client’s individual needs.
Financial Advisor Disclosures to Know
MONARCH PLAN ADVISORS has a clean disciplinary record and has not faced any legal or regulatory action. Their advisors are also required to uphold the highest ethical standards and abide by all laws and regulations in the financial industry.