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    Paladin Research Report For:

    The Monitor Group

    210 Wingo Way, Suite 300
    Mount Pleasant, SC 29464
    843-870-1270
    Visit Website
    https://www.themonitorgrp.com/

    About The Monitor Group

    The Monitor Group is an independent financial services and wealth management firm serving families and business owners seeking financial confidence. Our mission is to know and understand our clients and employees' needs, wants, and long-term goals. We want to help develop, implement and monitor strategies that are designed to each individual.

    See Disclosures

    General Information

    Firm Start Year
    • 2005
    No. of Employees
    • 10-19
    automated call
    • Yes
    Firm CRD#
    • 6413
    Name of Broker/Dealer
    • LPL FINANCIAL LLC
    States Licensed in
    • SC
    Years of Experience in Financial Services
    • 31
    Number of Years with Current Firm
    • 17
    Work with the following types of clients
    • Businesses, Individual Investors, Non-Profit Organizations
    Advisory Services Provided
    • Investment Advice & Management, Financial Advice & Consulting, Estate Planning & Trusts, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Money Management

    Compliance

    Registered Investment Advisor
    • Yes
    Registered Representative
    • Yes
    Investment Advisor Representative
    • Yes
    Acknowledged fiduciary
    • Yes
    Compliance Disclosures in Last 5 years
    • I have a clean record
    Criminal Disclosures in Last 5 years
    • I have a clean record

    Qualifications & Membership

    Securities Licenses
    • Series 7, Series 63, Series 65, Series 66
    Insurance and Annuity Licenses
    • Disability, Annuity, Health, Life, Variable Annuity, Long Term Care, Variable Life

    Firm Information

    Advisor's Number of Clients
    • 200
    Advisor's Number of Managed Clients
    • 160
    Total Assets Under Management by Advisor
    • 140

    Compensation and Fees

    Fee Structure
    • Fee-Based
    Minimum Portfolio Size for New Managed Accounts
    • $250K+
    Compensation Methods
    • Based on Assets
    Minimum Fee Charged for Managed Accounts
    • 10,000.00

    Education

    Bachelors - Finance

    College of Charleston
    08/01/1988 -05/01/1992

    Bachelors - Finance

    College of Charleston
    08/01/1988 -05/01/1992

    Disclosures

    PaladinRegistry.com provides referrals to financial professionals of LPL Financial, LLC (LPL). PaladinRegistry.com is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay PaladinRegistry.com cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.


    LPL ADV 2A

    https://www.lpl.com/content/dam/lpl-www/documents/disclosures/A58.pdf

    Additional Detailed Disclosures

    https://www.lpl.com/content/dam/edam/format/disclosure/wiseradvisor-lpl-detailed-disclosures.pdf

    Paladin Advisors

    PaladinRegistry is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. PaladinRegistry matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. PaladinRegistry, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.

    Connect with us

    • Office Address
      12150 Monument Drive, Suite 700
      Fairfax, VA, 22033
    • Telephones
      Tel: 703-651-2060
      Fax: 703-259-4487
    • Social Networks

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