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Monstershares LLC (Rocky River)


Monstershares LLC is a large advisory firm based in Rocky River. It manages $615 million of regulatory assets for 500 client accounts. It has been registered with the SEC as an adviser since 2012.

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Monstershares provides financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, educational seminars and workshops, and consulting. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.

Monstershares: assets under management

The assets under management (AUM) of Monstershares LLC is $615 million. The firm's AUM has grown by 413% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $85 million in discretionary accounts and $530 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $188.89 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $10.6 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Monstershares LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Rocky River

The principal office where Monstershares LLC performs its advisory services is located at 20006 Detroit Road, Rocky River, OH 44116, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 440-871-4015 or by fax 440-617-0382. The normal business hours are 8:30a.m. - 5:30p.m. on Monday - Friday. You can find more information about the New York firm at pensionbuilders.com.


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