Advisor at Monsour Advisory Services, Inc.
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Firm
Monsour Advisory Services, Inc.
Location
Roanoke, VA 24018
Credentials
Series 63, Series 65
Industry experience
26 years
Andrew Monsour is the sole advisor at Monsour Advisory Services, Inc. in Roanoke, VA, holding Series 63 and Series 65 licenses with 26 years of industry experience. He has led his independent firm since 2005. Outside of advising, he is a licensed insurance agent and part owner of a commercial real estate building. Monsour Advisory Services provides portfolio management and financial planning primarily for individual clients, as well as advising employer-sponsored retirement plans and other institutional clients. The firm uses a tailored investment approach based on Modern Portfolio Theory and combines fundamental, technical, and cyclical analysis, while also offering pension consulting and educational seminars.
Based on Monsour Advisory Services, Inc.
Based on Monsour Advisory Services, Inc.
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
2762 Electric Road, Suite B
Roanoke, VA 24018
Virginia
Monsour Advisory Services, Inc.
2005 - Present (21 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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