Eric Carl Johnson

Moneco Advisors

18 Years of Experience

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Firm Information

Moneco Advisors

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

36 advisors

Number of Clients

2,822 clients

Average Client Portfolio

$679K average

Assets Under Management

$1.9B

Fee Structure

Financial Plan Fee:$1,500 - $20,000

Hourly Rate:Up to $350/hr

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.

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Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningEducation PlanningInsurance PlanningFinancial Planning & CoachingBusiness OwnersHigh Net Worth

Advisor Information

Office location

2150 Post Road, Suite 201, Fairfield, CT, 06824

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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.