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Monroe Wealth Management
MONROE WEALTH MANAGEMENT LLC is a state-registered investment adviser in SAN FRANCISCO, CA. The firm manages approximately $72 million in regulatory assets.
Overview
MONROE WEALTH MANAGEMENT LLC is a state-registered investment adviser in SAN FRANCISCO, CA. The firm manages approximately $72 million in regulatory assets. It has 1 employee and 1 investment adviser.
General information
Firm type
RIA
Location
Region
North America
Country
United States
City
San Francisco
Corporate office
Rochester, NY, United States
Sector focus
Frequently asked questions
Is Monroe Wealth Management a fiduciary?
Yes. As a registered investment advisor (RIA) with the SEC or applicable state authorities, Monroe Wealth Management LLC is legally required to act as a fiduciary under the Investment Advisers Act of 1940 (per public registration records). This means the firm must put client interests ahead of its own when delivering investment advice.
What services does Monroe Wealth Management offer?
Based on its RIA registration and typical practice of similar firms, Monroe Wealth Management provides financial planning, portfolio management, retirement planning, and estate planning coordination. The firm serves individuals, high-net-worth families, trusts, estates, and small retirement plans (per ADV filings and public sources).
How does Monroe Wealth Management charge for its services?
The firm charges a percentage of assets under management (AUM fee), typical for fee-only RIAs. The specific fee schedule is not publicly disclosed, but industry norms for similar firms range from 0.50% to 1.25% of AUM annually, depending on account size and service complexity.
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