Advisor at Monarch Wealth Strategies
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Firm
Monarch Wealth Strategies
Location
Los Angeles, CA 90028
Credentials
Series 66
Industry experience
7 years
Grant Colin is a financial advisor at Monarch Wealth Strategies with seven years of industry experience. He holds a Series 66 designation and has worked at firms including Royal Alliance Associates, Inc. and SES Inc. Monarch Wealth Strategies provides discretionary wealth management, financial planning, and investment consulting primarily to affluent individuals, families, trusts, and pension plans. The firm employs a combination of fundamental and technical research to manage portfolios using mutual funds, ETFs, individual securities, and alternative investments on a case-by-case basis.
Based on Monarch Wealth Strategies
Up to $30,000 maximum flat fee for financial planning and consulting services
Up to $1,000 per hour for financial planning and consulting services
Account minimum: $750,000 Minimum fee: $7,500 minimum annual fee for wealth management services
6430 Sunset Blvd., Suite 1433
Los Angeles, CA 90028
California
Monarch Wealth Strategies
2023 - Present (3 years)
SES Inc.
2023 - 2023 (1 year)
Royal Alliance Associates, INC.
2018 - 2023 (5 years)
Signator Inv Inc
2018 - 2018 (1 year)
Seia Llc
2018 - 2023 (5 years)
Student
2014 - 2018 (4 years)
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Insurance agent
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Bank
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Fund sponsor
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Accountant / CPA / tax prep
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Lawyer
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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.
Series 63, Series 65
Los Angeles, CA
Solomon Investment Consulting, Inc.
CFP®, Series 66
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Pashman Financial LLC
Series 65
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MDW Capital Management Corp.
Series 63
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Haleakala Investment Advisors
Series 65
Santa Monica, CA
Joseph C. Longo, Attorney At Law
CFP®, Series 66
Santa Monica, CA
Guttman Financial Planning
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