Dana Preis is a ChFC-designated registered investment advisor at Moneco Advisors, based in Fairfield, CT, with 26 years of industry experience. Dana operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 2,822 clients with $1.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Moneco Advisors charges a percentage of your portfolio annually, up to a maximum of 2.00%. The exact fee is negotiated based on factors like the complexity of your situation, the size of your portfolio, and your financial planning needs. Fees are billed quarterly, either in advance or after the quarter, depending on the custodian. If you use a third-party money manager, their fees will be in addition to Moneco Advisors' fees, but will not exceed 1.00%.
Location
2150 Post Road, Suite 201, Fairfield, CT, 06824
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Regulatory 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
Dana sells non-variable insurance products, including life, health, disability, LTC, and fixed annuities, dedicating minimal time to this. Dana also works as an investment advisor representative (IAR) through Moneco Advisors, spending full-time hours on this activity.
Employment History
Current Registrations
Moneco Advisors
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Northeast Planning Associates, INC.
LPL Financial LLC
MML Investors Services, INC.
MML Investors Services, INC.Broker
State Registrations9 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.