Allison Loring is a registered investment advisor at Moneco Advisors, based in Pittsfield, MA, with 2 years of industry experience. Allison 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
101 Hawthorne Ave, Pittsfield, MA, 01201
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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.
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Allison is the Treasurer/Board Member for Berkshire Business & Professional Women, handling finances and attending meetings for a few hours per week. She also works as an organizer for Lenna Pegorari Organizing, spending up to about 10% of her time organizing clients' homes.
Employment History
Current Registrations
Moneco Advisors
Previous Registrations
Willow
State Registrations3 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.