Moloney Securities Asset Management LLC
Assets Under Management
$1.4B
Number of Clients
2,362
Number of Advisors
70
Average Client AUM
$588K
AUM per Advisor
$19.8M
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
About This Firm
Moloney Securities Asset Management LLC (MSAM) offers personalized investment advice through independent Investment Advisors. They provide custom investment planning, wealth management services, and pension consulting for individuals, companies, retirement assets, and investment adviser representatives. MSAM focuses on connecting investment strategies to client's life goals, incorporating risk tolerance, asset allocation, and investment preferences.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1.0M - $2.0M | 1.75% |
| $2M+ | 1.50% |
Fees are negotiable.
Fee Estimator
MSAM charges fees based on a percentage of assets under management. The specific fee is established in the client's written advisory agreement and is negotiable. The investment fee covers management of the account, periodic reviews, and quarterly reporting. Fees are deducted quarterly from the account. For pension consulting services, fees are also based on a percentage of plan value and are negotiable depending on the client's needs and the complexity of the situation.
Areas of Practice
Location
13537 Barrett Parkway Drive, Suite 300, Manchester, MO, 63021