Advisor at Mark Monreal & Associates
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Firm
Mark Monreal & Associates
Location
Austin, TX
Credentials
CFP®, Series 63
Industry experience
10 years
Mark Monreal is a CFP® with over 10 years of experience in financial advising and more than four decades of involvement in business and consulting through Mark Monreal & Associates. He is also president and CFO of The Monreal Foundation, a charitable organization focused on health fairs, fundraising, scholarships, and social services. Additionally, Monreal operates in real estate brokerage through Monarch Realty, assisting buyers and sellers on a referral basis. Mark Monreal & Associates offers discretionary investment supervisory services, financial planning, and consulting to individuals, pension and profit-sharing plans, charitable organizations, and small businesses. The firm emphasizes asset allocation with diversified global equity and fixed income exposure, using primarily institutional-share mutual funds and ETFs, and also provides advice informed by the principal’s experience in real estate sales and insurance.
Based on Mark Monreal & Associates
Based on Mark Monreal & Associates
Financial Planning fees charged on fixed fee basis, typically $250 to $2,500 or higher
$0 - $100,000: 0.4375% quarterly (1.75% annualized) $100,001 - $250,000: 0.3750% quarterly (1.5% annualized) $250,001 - $500,000: 0.3125% quarterly (1.25% annualized) $500,001 - $1,000,000: 0.25% quarterly (1.0% annualized) $1,000,001+: 0.1875% quarterly (0.75% annualized)
Consulting services hourly fees range from $75 to $150 per hour
Account minimum: $1,000 minimum annual fee generally required (equivalent to $400,000 AUM at highest tier rate) Minimum fee: Generally $437.50 annual minimum fee, may be reduced at firm's discretion Fee-only: Financial Planning fixed fees typically range from $250 to $2,500 or more depending on complexity
Austin, TX
Texas
Monreal Realty, LLC
2008 - Present (18 years)
The Monreal Foundation
1994 - Present (32 years)
Mark Monreal & Associates
1984 - Present (42 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.
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.
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.
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