Monograph Wealth Advisors

Retirement Planning Firm in El Segundo, CA

Firm Info
Address: 830 South, CA-1 #202, El Segundo, CA 90245, USA
Phone: (310) 496-7377

Firm Size
Assets Under Management: $2 billion
# of Advisors: 7
# of Clients: 847
Client to Advisor Ratio: 121:1
Average Account Size: $2.3 million
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Portfolio Management for Businesses or Institutional Clients
  • 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

  • Charitable Organizations

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

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Monograph Wealth Advisors, LLC Overview

Monograph Wealth Advisors, LLC is a fee-only investment advisory firm located in El Segundo, California. Since its inception in 2015, the firm has offered investment advice only, catering to individuals and small businesses. The firm's fee arrangement ensures that their advice is unbiased and transparent, putting the client's interests first. The firm offers a range of services, including financial planning, which helps clients create a comprehensive financial plan and achieve their life goals. They also provide portfolio management services for individuals and small businesses to manage their investments. In addition, Monograph Wealth Advisors cater to businesses and institutional clients with their portfolio management services. What sets Monograph Wealth Advisors apart is its ability to recommend other trusted advisors to clients. By providing a selection of other advisors, the firm's clients have access to a wider range of experts and services, allowing them to make informed financial decisions. Monograph Wealth Advisors' mission is clear: they strive to help individuals and businesses achieve financial success and leave a lasting legacy.

MONOGRAPH WEALTH ADVISORS, LLC caters to a diverse range of clientele, including individuals, high net worth individuals and charitable organizations. The company's services are customized to meet the unique needs of each client, while ensuring complete transparency and compliance with regulatory requirements. When it comes to fee structures, MONOGRAPH WEALTH ADVISORS, LLC offers different options depending on the type of service provided. One popular approach is the percentage of assets under management (AUM), which allows the firm to earn a percentage of a client's investment portfolio as compensation for their services. Additionally, fixed fees may be charged for specific financial planning services or a combination of services. Other types of fees may include performance-based fees, hourly charges or project fees. Regardless of the fee structure, MONOGRAPH WEALTH ADVISORS, LLC is committed to providing exceptional service and value to each of their clients.

Typical Clients, Fee Structures & Investment Minimum

According to MONOGRAPH WEALTH ADVISORS, LLC's Part 2 Brochure, there is no specific mention of an investment minimum. This suggests that the firm does not have a set amount that investors must meet in order to work with them. However, it is possible that the firm may have minimum requirements for certain types of accounts or investment strategies. It is recommended that interested investors speak directly with the firm to determine if there are any investment minimums that apply to their specific situation.

How This Office Can Help El Segundo, CA Residents

Monograph Wealth Advisors is a highly reputable financial advisory firm that helps clients in El Segundo, CA to manage their finances effectively and maximize their profits in all economic circumstances. The advisors at Monograph Wealth Advisors offer personalized investment advice to help clients with specific financial situations, such as planning for retirement, creating a budget, or managing their taxes. For example, many people living in El Segundo, CA may have high living expenses due to the area's high cost of living. Monograph Wealth Advisors can assist clients in managing their spending and investments to ensure they are making the most of their income. In addition, many clients may have significant assets in real estate investment trusts or other ventures linked to the volatile housing market. Monograph Wealth Advisors can help clients manage the risks associated with these investments and diversify their portfolios. Overall, the experienced advisors at Monograph Wealth Advisors are well-equipped to assist clients in tackling the complex task of managing their finances in El Segundo, CA.

To view the Minimum Investment and Fee Schedule for Monograph Wealth Advisors, LLC, visit their Part 2 Brochure.

Services Offered by Monograph Wealth Advisors, LLC

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 Monograph Wealth Advisors, LLC 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)
Other
Unavailable
Hourly
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees

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 830 South, CA-1 #202, El Segundo, CA 90245, USA
Phone (310) 496-7377
Directions
Google My Business Reviews:

Other Office Locations

This firm has no other locations.

State Registrations

Monograph Wealth Advisors, LLC is registered to service clients in the following states:

  • California
  • Louisiana
  • New York
  • Oregon
  • Texas

Disciplinary History

Monograph Wealth Advisors, LLC does not have any disclosures. Please visit it's Form ADV for more details.