Moneta Group Investment Advisors, LLC
Assets Under Management
$42.8B
Number of Clients
8,021
Number of Advisors
226
Average Client AUM
$5.3M
AUM per Advisor
$189.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Moneta Group offers discretionary and non-discretionary account services, held-away asset services, financial planning, family office and consulting, and bill pay/bookkeeping. They serve high-net-worth individuals, families, and institutional clients with investment management, financial planning, tax and estate planning.
Fee Structure
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
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Location
100 South Brentwood Blvd., St. Louis, MO, 63105
226 Advisors at this firm
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