Monarch Fiduciary, LLC

Overview

Monarch Fiduciary, LLC is an individually owned limited liability company that operates as a registered advisory firm. The firm’s stated service mix centers on financial planning and discretionary portfolio management for individuals, small businesses, and institutional/business clients. In addition to investment management and planning, Monarch Fiduciary publishes periodicals or newsletters and runs educational seminars and workshops, indicating a content and client-education component to its practice. The firm uses a variety of client billing structures rather than a single model: fee arrangements listed include percentage-of-AUM fees, hourly charges, subscription fees, and fixed fees. FINTRX flags Monarch Fiduciary as not being an active ESG investor and not operating as a multi-state adviser. It is not identified as a capital allocator or pension consultant in the source data.

Assets & Accounts