Moneco Advisors offers investment advisory services, including asset management and financial planning, tailored to individual client goals and risk tolerance. Services include investment strategy, asset allocation, and regular portfolio monitoring. Moneco Advisors also provides retirement plan consulting to employer plan sponsors. Some advisors are licensed insurance agents and may receive commissions, creating a conflict of interest.
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%.