Moneco Advisors
Assets Under Management
$1.9B
Number of Clients
2,822
Number of Advisors
36
Average Client AUM
$679K
AUM per Advisor
$53.2M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Moneco Advisors offers asset management and financial planning services tailored to individual client goals. They use various securities and may employ third-party money managers. They also offer retirement plan consulting and financial planning services, including tax, investment, retirement, estate, business, education, and insurance planning. Some representatives are licensed insurance agents and may receive commissions.
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
Location
2150 Post Road, Suite 201, Fairfield, CT, 06824