Firm Information

Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Number of Advisors
70 advisors
Number of Clients
2,362 clients
Average Client Portfolio
$588K average
Assets Under Management
$1.4B

Fee Structure

AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1.0M2.00%
$1.0M - $2.0M1.75%
$2M+1.50%

Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee

MSAM charges fees based on a percentage of assets under management. The specific fee is established in the client's written advisory agreement and is negotiable. The investment fee covers management of the account, periodic reviews, and quarterly reporting. Fees are deducted quarterly from the account. For pension consulting services, fees are also based on a percentage of plan value and are negotiable depending on the client's needs and the complexity of the situation.

Areas of Practice
Investment ManagementRetirement Planning
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Advisor Information

Office location

13537 Barrett Parkway Drive, Suite 300, Manchester, MO, 63021

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Brent officiates football and basketball games for the IHSAA, dedicating a few hours per week. He also works as a driver for Central Tri-Axle Inc. for 6 hours daily.

Employment History
Current Registrations
Moloney Securities Co., INC.Broker
December 2018 - Present · 7 yrs 1 mo
Moloney Securities Asset Management LLC
December 2018 - Present · 7 yrs 1 mo
Previous Registrations
Planned Investment Co., INC.Broker
November 2002 - December 2018 · 16 yrs 1 mo
Planned Investment Co., INC.
August 2001 - December 2018 · 17 yrs 4 mos
A. G. Edwards & Sons, INC.
December 1998 - December 2002 · 4 yrs
A. G. Edwards & Sons, INC.Broker
September 1996 - December 2002 · 6 yrs 3 mos
Edward D. Jones & Co., L.P. Broker
December 1990 - September 1996 · 5 yrs 9 mos
State Registrations6 states
FLILINKYOKTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.