Fee Structure

Monson Wealth Management acts as a Fee-Only Fiduciary.

No Commissions.
No Incentives.
No Kickbacks.

Only what is in your best interest

What sets Monson Wealth Management, Inc from other investment advisor firms is our commitment to do just that with transparency and good sense.

It isn’t fair to charge a 2-million-dollar client 4x the fees that we would charge a 500k client. Because there simply is not four times the work to do. It’s the same service model thus the same amount of service hours.

Likewise, it is unfair to ask small accounts to pay large commissions and flat fees when they are just trying to build wealth and get going. At the same time, it isn’t fair for an advisor to not get compensated to service a small account for a beginning investor for little to no revenue.

We believe that our fee structure is the fairest for all scenarios. This is important. It is a balance of offering our clients a fee program that doesn’t take too much of their hard-earned money all while we can grow as a business, provide top-notch service by recruiting and maintaining a talented team of professionals, obtain the best technology and resources at our disposal.

Here's the fee structure…

Portfolios less than 500k

Assets Under Management (AUM) Annual Fee
$0 - $50,000 1.75%
$50,000 - $150,000 1.55%
$150,000 - $300,000 1.25%
$300,000 - $500,000 0.98%

Flat-Fee Program

Assets Under Management (AUM) Annual Fee
$500,000 + $5000

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