Adam Kruger is a registered investment advisor at Moneta Group Investment Advisors, LLC, based in St. Louis, MO, with 14 years of industry experience. Adam operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 8,021 clients with $43B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Moneta Group's fees are based on a percentage of the assets they manage, a flat fee, or an hourly rate. The percentage-based fees typically range from 0.20% to 1.00% annually, but can exceed this range. Fees are negotiable and can vary based on client needs and services. Clients are billed quarterly, either in advance or after the fact, depending on the agreement. The use of margin may increase advisory fees.
Location
190 Carondelet Plaza, Suite 1200, St. Louis, MO, 63105
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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 Activities
Adam is involved with several non-investment related activities, including Server Hope LLC (winding down), EI.BO (a non-profit), Laclede's LAN (charitable gaming events), and Wings of Hope, Inc. (a non-profit). He dedicates minimal time to each of these activities.
Employment History
Current Registrations
Moneta Group Investment Advisors, LLC
Previous Registrations
Mbm Wealth Consultants, LLC
Purshe Kaplan Sterling InvestmentsBroker
Saxony Capital Management, LLC
Saxony Securities, INC.Broker
State Registrations1 state
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.