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
2150 Post Road, Suite 201, Fairfield, CT, 06824
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
Charles operates under the DBA MONECO New Canaan for his LPL business and provides investment advisory services through Moneco Advisors LLC, dedicating about a quarter of his time to the latter. He also uses Watercroft Capital LLC for tax/investment purposes and is affiliated with Daly Brokerage selling non-variable insurance.