Monaco Capital Management, LLC

Monaco Capital Management, LLC is a registered investment adviser primarily based in Virginia Beach, VA. Established in 2020, the firm provides continuous advice to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. Monaco Capital Management offers asset management services, financial planning, and consulting tailored to each client's individual needs and investment objectives. The firm may provide services on a discretionary basis, allowing them to buy and sell investments on behalf of clients. Clients have the opportunity to place reasonable restrictions on their investments, and the firm acts as a fiduciary, always prioritizing the best interests of clients. The firm charges asset management fees based on a percentage of assets under management, with tiered annual fees ranging from 0.75% to 2.50%. Financial planning and consulting fees are typically fixed or charged hourly. Monaco Capital Management does not participate in performance-based fees or side-by-side management. The firm requires a minimum account size of $100,000 for investment management clients, which may be negotiable under certain circumstances. The firm's employees have educational backgrounds and professional designations, including CERTIFIED FINANCIAL PLANNER™ (CFP®) certifications. Monaco Capital Management does not have any disciplinary history and does not receive economic benefits for providing investment advice. The firm's Chief Compliance Officer and Director of Financial Planning supervises all employees and ensures compliance with regulations and ethical standards. Clients receive regular account reviews and statements from the custodian holding their assets.