Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Moneco Advisors charges fees for asset management, retirement plan consulting, and financial planning. Asset management fees are a percentage of assets under management, not exceeding 2.00% annually. Retirement plan consulting fees can be based on plan assets (up to 1.00%), hourly rates (up to $250/hour), or flat fees (up to $25,000). Financial planning fees are hourly (up to $350/hour) or flat (ranging from $1,500 to $20,000). Clients may also incur transaction fees and other custodial charges. Fees are negotiable.
Areas of Practice
Advisor Information
Office location
101 North Plains Industrial Road, Building #3, Unit #1, Wallingford, CT, 06492
Get directionsRegulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Colleen spends a significant amount of time on investment-related activities through Moneco Advisors, LLC. She also provides term and whole life insurance and is a referral partner for Maple Leaf Insurance Services, LLC, and works with Northeast Brokerage Inc.