Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fees are based on a flat/fixed fee, hourly rates, or the aggregate market value of advised client accounts, generally ranging from 0.20% to 1.00%. Fees are negotiated individually and can include waivers. Clients are billed quarterly, either in advance or arrears. The use of margin may increase advisory fees, creating a conflict of interest that Moneta seeks to mitigate. Clients also bear brokerage costs and investment company fees.
Areas of Practice
Advisor Information
Office location
2034 Pearl Street, Suite 100, Boulder, CO, 80302
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 Activities
Amy has ownership stakes in three investment-related entities: Hi-Wall LLC (50% ownership, minimal time), 2034 Pearl LLC (11% ownership, minimal time), and AAH Ventures, LLC (100% ownership, minimal time). These entities appear to be related to Amy's Finet Practice.