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About MONETARY MANAGEMENT GROUP INC
MONETARY MANAGEMENT GROUP INC is a financial advisory firm that specializes in providing expert financial guidance to clients. With a team of experienced professionals, they are dedicated to helping individuals and businesses achieve their financial goals.
How does the advisor help clients – Key Takeaways:
- Provides personalized financial planning and investment management services
- Offers expertise and knowledge on financial products and strategies
- Assists in setting and achieving financial goals
- Provides ongoing support and guidance
Facts and Insights
As of 2021, MONETARY MANAGEMENT GROUP INC has over $500 million in assets under management, a team of 10 expert advisors, and has been in business for over 15 years.
Assets Under Management, Number of Advisors and Time in Business:
| Year | Assets Under Management | Number of Advisors |
|---|---|---|
| 2021 | $500 million | 10 |
Financial Services Offered
- Financial Planning
- Investment Management
- Retirement Planning
- Estate Planning
Client Types
- Individuals
- Businesses
- Non-profit organizations
Fees & Compensation
MONETARY MANAGEMENT GROUP INC charges a fee based on a percentage of assets under management. This fee is typically around 1% of the total assets managed. They also offer hourly consulting services for clients who do not require ongoing management.
Background
MONETARY MANAGEMENT GROUP INC was founded in 2004 by a team of financial experts with a passion for helping clients achieve financial success. They have since expanded their team and services, becoming a trusted name in the financial advisory industry.
Financial Advisor Disclosures to Know
MONETARY MANAGEMENT GROUP INC is a registered investment advisor with the Securities and Exchange Commission (SEC). As a registered firm, they are required to disclose any potential conflicts of interest or disciplinary actions on their Form ADV, which is available for public viewing on the SEC’s website. Clients are encouraged to review this document before entering into a relationship with the firm.