Monsour Advisory Services, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$87,046,025
Clients
113
Advisors
1
of 1 employees
About
The firm provides portfolio management and financial planning primarily for individual clients and also advises employer‑sponsored retirement plans and other institutional clients. Services described in the brochure include discretionary management of equities, fixed income, mutual funds and ETFs, comprehensive financial planning, retirement plan design and oversight, and no‑fee educational seminars and workshops.
Investment strategy is tailored to each client’s risk tolerance and time horizon, using Modern Portfolio Theory, a set of model asset‑allocation ranges (from Aggressive to Income), and a mix of fundamental, technical and cyclical analysis. Financial planning follows the CFP Board’s six‑step process and a three‑stage prepare/integrate/formulate methodology, with ongoing monitoring, quarterly performance reporting, and implementation support for retirement plans.
The firm’s brochure highlights several features that are less common among similar independent advisers: it is licensed as an insurance agent and may receive commissions on insurance sales (noted as approximately 5% of time devoted to insurance), it offers pension consulting and can serve in Limited‑Scope 3(21), 3(38), and Full‑Scope 3(21) ERISA fiduciary roles for retirement plans, and it conducts educational seminars at no charge. The brochure also discloses separate real estate activities (about 5% of time) and reports roughly $92.4 million in client assets under management as of the date of the filing.
Client services
Expertise
Fee options
Coordinated financial planning fees offered on fixed fee basis up to $30,000
$1 - $1,000,000: 2.00% (Typical 1.25%) $1,000,001 - $2,000,000: 1.50% (Typical 1.00%) $2,000,001 - $5,000,000: 1.00% (Typical 0.75%) $5,000,001+: Negotiable
May receive commissions on insurance sales such as term or permanent insurance products
Up to $250 per hour for targeted financial planning
Account minimum: $50,000 minimum to open any managed account Fee-only: Financial planning fees: Coordinated fixed fee up to $30,000; Targeted planning $250/hour; Annual retainer equal to half of coordinated fee billed quarterly
Main office
2762 Electric Road, Suite B
Roanoke VA 24018
Advisors at this office
1
Most active in
Virginia
Also doing business as
Monsour Advisory Services, Inc. · Monsour Asset Management
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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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