Monument Retirement & Wealth Advisory, LLC
Monument Retirement & Wealth Advisory, LLC (CRD# 135311) is a financial advisory firm headquartered in Plano, TX. They manage $1,500,000 in 7 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management2MILLION
Total Number of Accounts7ACCOUNTS
Average Account Value$214,286
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Robert Badali (CRD# 2645281) is an Investment Advisor Representative working at Monument Retirement & Wealth Advisory, LLC in Plano, TX and has over 22 years of experience in the finance industry.