Monarch Vision Advisors, L.L.C. (Dallas)

Monarch Vision Advisors, L.L.C provides financial planning services, pension consulting services, selection of other advisers, and market timing services. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Monarch Vision Advisors, L.L.C: assets under management

The assets under management (AUM) of Monarch Vision Advisors, L.L.C. is $28.32 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 1% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $28.32 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $3.54 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Monarch Vision Advisors, L.L.C. for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Dallas

The principal office where Monarch Vision Advisors, L.L.C. performs its advisory services is located at 1445 Ross Avenue, Dallas, TX 75202, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 214-780-0100 or by fax 888-890-5823. The normal business hours are 9:00 am - 6:00 pm on Monday - Friday. You can find more information about the New York firm at www.monarchvisionholdings.com.

Registered investment advisers similar to Monarch Vision Advisors, L.L.C.

• Harrison, Jeanni Patricia
• Lakefront Capital Investors
• Oyster Capital Corp
• B F Anderson &
• Gallagher Capital Advisors
• Johnson Capital Management
• Fremont Wealth Management
• Saso, Richard Anthony
• 6 Th Street Advisors
• Cipher Technologies Management
• Tms Capital Management
• Carden Capital
• Investment Advisors Of America, L.L.C
• Shade Tree Advisors
• Von Steen Asset Management