Monarch Wealth Strategies

Monarch Wealth Strategies is a registered investment advisor established in 2008, owned by Aaron Clark. The firm operates under a fiduciary standard, always acting in the client's best interest. They offer wealth management services on a discretionary basis, providing advice on asset allocation, tax strategies, and more. The firm manages $434,765,478 in client assets. Fees for wealth management services are negotiated with a maximum annual fee of 1.95% and a minimum fee of $7,500. Financial planning fees are based on complexity, with a maximum hourly fee of $1000. Monarch Wealth Strategies does not charge performance-based fees. They cater to affluent individuals, pension plans, trusts, and businesses with assets over $750,000. The firm uses fundamental and technical analysis for investment strategies, offering long-term and short-term purchases, asset allocation, and various investment options. Clients have the option to grant investment discretion to the firm. Monarch Wealth Strategies does not vote on client securities and does not accept compensation for client referrals. The firm does not have custody of client funds and does not require directed brokerage. Clients have the right to rescind agreements within five days and terminate with a 30-day notice. Associated persons do not receive brokerage commissions from client transactions.