Monroe Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Monroe Wealth Management is a fee‑only, state‑registered investment adviser that manages roughly $72.2 million for about 55 individual and high‑net‑worth clients, offering wealth management, discretionary investment management, comprehensive financial planning, and business consulting services for clients who own businesses. The firm also assists with outside manager selection and provides an ongoing subscription‑style financial planning service with periodic reviews and updates.
The firm’s investment approach is built on asset allocation and modern portfolio theory, combining passive and active strategies and employing BlackRock’s ETF Model Portfolios for ETF‑based allocations. It may also implement options strategies (including a box spread approach), occasional long/short positions, and tax‑aware alternatives such as exchange funds and direct indexing to address concentrated positions and other client‑specific needs.
Noteworthy operational features include a separate fee model for its box spread options strategy and a distinct flat‑fee financial planning‑only option, with options AUM measured using the absolute value of a position’s value‑at‑expiration. The firm generally requires custody of client assets at Charles Schwab, does not aggregate client trades into block orders, and bills certain business consulting services directly to client businesses.
Client services
Expertise
Occupation focus
Fee options
Financial Planning Only flat fee ranges from $10,000 to $60,000 charged quarterly in advance
$1,000,000 - $2,000,000: 0.9% $2,000,001 - $3,000,000: 0.8% $3,000,001 - $4,000,000: 0.7% $4,000,001 - $5,000,000: 0.6% $5,000,001 - $10,000,000: 0.5% Over $10,000,000+: 0.25%
Business Consultation Fee of $1,250 per quarter paid in advance
Minimum fee: $10,000 annual minimum fee paid quarterly for assets over $1 million; for assets under $1 million fees will not exceed 2% of assets under management or a flat fee not exceeding $10,000 annually Fee-only: Fee-only firm; no commissions or sales-related compensation
Main office
1160 Battery St Suite 100
San Francisco CA 94111
Advisors at this office
1
Most active in
California · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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