Moneta Group Investment Advisors offers financial and investment advice to high-net-worth individuals, families, and institutional clients. Services include investment management, financial planning, tax and estate planning, risk management, retirement planning, and business consulting. Moneta operates through multiple teams, each led by a partner, providing tailored advice based on client goals and needs. Moneta also provides services to institutional clients including plan consulting and design, participant education and enrollment, investment policy statement development assistance and investment menu selection.
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.
