Monson Wealth Management, Inc.

Monson Wealth Management, Inc. is a financial advisory firm based in Kennewick, WA, established in March 2014 by Eldon Fielding-Monson. The firm offers a range of advisory services, including investment management, financial planning, and portfolio monitoring. Clients can choose between discretionary and non-discretionary investment management services. The minimum account size for new clients is $250,000. Monson's fee structure is tiered based on total assets under management, ranging from 1.75% annually for accounts up to $49,999.99 to 0.75% for accounts over $3,000,000. Financial planning services are offered at an hourly rate of up to $500. Monson acts as a fiduciary, always prioritizing clients' best interests. The firm's investment strategies are based on modern portfolio theory and efficient market hypothesis, aiming to capture market rates of return and risk. Monson does not accept performance-based fees or compensation for the sale of securities. The firm reviews client accounts regularly, with investment models reviewed quarterly. Monson does not have any disciplinary actions or bankruptcy petitions in the last ten years. Clients' assets are held with a qualified custodian, and Monson provides discretionary and non-discretionary investment advisory services. Monson does not accept voting authority for client securities.