Moneta Group Investment Advisors, LLC
Assets Under Management
$42.8B
Number of Clients
8,021
Number of Advisors
226
Average Client AUM
$5.3M
AUM per Advisor
$189.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Moneta offers discretionary and non-discretionary account services, held-away asset services, financial planning, family office and consulting, and bill pay/bookkeeping. They serve high-net-worth individuals, families, and institutional clients, providing tailored advice covering investment management, financial planning, tax and estate planning, and more.
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
Location
100 South Brentwood Blvd., St. Louis, MO, 63105
