Assets Under Management
$1.4B
Number of Clients
2,362
Number of Advisors
70
Average Client AUM
$588K
AUM per Advisor
$19.8M
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Moloney Securities Asset Management LLC (MSAM) offers investment advisory services to individuals, companies, retirement assets, and investment advisor representatives. MSAM focuses on custom portfolios and a holistic wealth management approach, connecting investment strategies to client goals. They manage accounts on a discretionary or non-discretionary basis.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1.0M - $2.0M | 1.75% |
| $2M+ | 1.50% |
Fees are negotiable.
13537 Barrett Parkway Drive, Suite 300, Manchester, MO, 63021