Andrew Moenter is a CFP, ChFC-designated registered investment advisor at Prime Capital Financial, based in Batesville, IN, with 3 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 4 more. Their firm serves 19,012 clients with $30B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Prime Capital Financial offers asset management services where fees typically range from 1.00% to 1.50% annually, but can range from 0.25% to 2.50% of the assets in your account. Fees are negotiable based on factors like the advisor, client type, complexity, account composition, trading activity, potential deposits, client relationship, and total assets managed. Different advisors may charge different fees for the same services. Clients also pay transaction costs. Some clients may be charged performance-based fees. A minimum investment of $100,000 is required for the Opportunistic Growth Strategy.
Location
4A Boehringer Street, Batesville, IN, 47006
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Andrew is an Admissions Liaison Officer for the United States Air Force, a board member for Amack's Well, and the owner/CEO of Midas Financial Group LLC. These activities take minimal time outside of his advisory role.
Employment History
Current Registrations
Prime Capital Financial
State Registrations1 state
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