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The Monitor Group, Inc. |
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Our Philosophy |
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Our Team |
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What Sets Us Apart |
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Fee Schedule
To
ensure that our interests remain aligned with our clients, our compensation is
not based upon commissions or transactions. Our objective is to always make
recommendations solely in the client's best interest. We are paid only by the
client. We do not accept commissions, referral fees, or any other type of
third-party compensation. Our engagement may be terminated at any time. We do
not charge a termination fee.
For most clients, reasonable levels of
retirement and
estate planning advice as described in the appropriate sections of this
website are included in our investment advisory fee described below. This
includes a comprehensive retirement analysis and an assessment of current estate
documents. Investment advisory fees begin upon signing the contract. Charges
from third parties such as attorneys and accountants are not included in our
fees. Our fee schedule is as follows:
Investment Planning & Portfolio Design, Portfolio Implementation, Monitoring & Reporting:
Minimum account size for new clients is $1,000,000.
For Glenn Kautt, minimum account size is $10,000,000.
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On amounts less than $1,000,000, 1% per annum,
paid quarterly in advance from your account
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On amounts from $1,000,001 to $3,000,000, .75%
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On amounts from $3,000,001 to $5,000,000, .50%
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On amounts from $5,000,001 to $10,000,000, .40%
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On
amounts from $10,000,001 to $25,000,000, .35%
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On
amounts over $25,000,000, .30%
On accounts with a balance less than $500,000, a 0.25% surcharge is applied.
A one-time new account charge of $750 applies.
General Financial Advice (non-investment related):
For individual comprehensive financial planning which provides a detailed
blueprint of your situation with recommendations, The Monitor Group charges a
fee based on the level of effort and complexity of the situation. Typically,
this plan costs between $5,000 and $10,000. After an initial meeting to discuss
the scope of the engagement, a specific fee will be quoted.
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The Monitor
Group, Inc.
Wealth Managers,
Investment Advisors, Certified Financial Planners™
1430 Spring Hill Road, Suite 400
McLean, VA 22102
Tel:
703.288.0500 Fax: 703.288.0900
www.TheMonitorGroup.com
The Monitor Group, Inc. is
a Registered Investment Advisor with the United States Securities & Exchange
Commission and maintains a notice filing with the following states: Florida,
Louisiana, Maryland, Texas, Virginia . The presence of this web site on the
Internet shall in no direct or indirect way be construed or interpreted as a
solicitation to sell advisory services to residents of any state other than
those in which it maintains a notice filing and shall not be deemed to be a
solicitation of advisory clients living in any state other than those in which
it maintains a notice filing.
Copyright (c) 2005, The Monitor Group, Inc. All Rights Reserved.
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