Monroe Vos Consulting, Inc
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Overview
Monroe Vos Consulting, Inc is a financial advisor company that has its headquarters in Houston, Texas. The firm manages $5.9 billion in total assets throughout 578 accounts, placing it among the largest financial advisory firms in the nation by assets under management (AUM). The company has a small group, including 5 financial advisors. Monroe Vos Consulting, Inc does not act as a registered broker-dealer, meaning the firm cannot buy and sell securities for its customers' and own accounts and instead is required to go through a broker-dealer company to do so. Securities are defined as tradable fiscal investments like options, bonds and stocks.
Monroe Vos Consulting, Inc oversees zero of the company's client assets in a discretionary manner. Discretionary management is a structure in which transaction judgments for the client's account are made by an investment advisor without requiring the customer's consent. The firm also oversees 578 non-discretionary accounts totaling $5.9 billion in assets under management. The company's average account size is $10.1 million. An average financial advisor at Monroe Vos Consulting, Inc oversees around 116 client accounts.
The firm's central office is located at 1001 Mckinney, Houston, Texas 77002. It is legally permitted to provide services to clients throughout a number of states, including Alabama, Arkansas, Louisiana, Michigan, New Hampshire, Oklahoma and Texas.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Monroe Vos Consulting, Inc by the Numbers
$5.9 billion
17
578
$10.1 million
Products and Services
Monroe Vos Consulting, Inc provides a number of services, which can consist of portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. However, Monroe Vos Consulting, Inc did not provide any of its customers with financial planning services in the previous financial year. The company is not involved in selling products or offering services aside from investment advice to its investment advisory accounts. Monroe Vos Consulting, Inc is affiliated with a number of other companies in the financial services industry, including with a broker-dealer or securities dealer.
Core Advisor Services
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Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Offered by 20% of firms
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Financial advisory fees depend on which services the firm provides the client. Fee types billed by Monroe Vos Consulting, Inc most likely consist of any blend of the following fee structures: asset-based, fixed or other. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by the firm.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 32% of firms
Fixed
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Offered by 10% of firms
Other
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
Types of Clients
Monroe Vos Consulting, Inc does business with a number of different investors. The company provides services to retail investors, high net worth investors, pension plans, charitable organizations, state or municipal government entities, insurance companies and corporations. Out of its 578 clients, Monroe Vos Consulting, Inc's biggest client group is high net worth investors, although it also caters to 40 high-net-worth individuals. The SEC defines a high-net-worth individual as a person who has at least $750,000 under management or a net worth of at least $1.50 million or who counts as a "qualified purchaser" (a standard met by having at least $5 million in investments). Just 3% of the company's clients are represented by non-U.S. persons.
- High-Net-Worth Individuals* - 38.83%
- Other Individuals - 13.59%
- Corporations - 26.21%
- Charitable Organizations - 21.36%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Monroe Vos Consulting, Inc does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Monroe Vos Consulting, Inc
Houston, TX
Houston, TX
Houston, TX
Birmingham, AL
Houston, TX
Houston, TX
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