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Andrew Kelsen

Moneta Group Investment Advisors, LLC
12 Years of Experience
Tuscaloosa, AL
1 Disclosure
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Andrew Kelsen is a registered investment advisor at Moneta Group Investment Advisors, LLC, based in Tuscaloosa, AL, with 12 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Athletes & Entertainers, Business Owners, Corporate Executives, Estate Planning, and 5 more. Their firm serves 9,163 clients with $51B in assets under management.

Moneta Group Investment Advisors, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
254 advisors
Number of Clients
9,163 clients
Average Client Portfolio
$5.5M average
Assets Under Management
$50.5B

Fee Structure

Planning is included in investment management
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Variable fees generally range from 20 to 100 basis points (0.20% to 1.00%) based on aggregate market value and are negotiated on an individual, client-by-client basis. Annual asset-based fees can at times exceed this range.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

Tuscaloosa, AL

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History

Regulatory History (1)
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Criminal
February 1986
Final Disposition
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Moneta Group Investment Advisors, LLC
January 2022 - Present · 4 yrs 9 mos
Previous Registrations
Iron Capital Markets, INC.Broker
April 2004 - December 2005 · 1 yr 8 mos
Sterne, Agee & Leach, INC.Broker
August 2002 - April 2004 · 1 yr 8 mos
The Malachi Group, INC.Broker
June 2001 - July 2002 · 1 yr 1 mo
Centennial Capital Management, INC.Broker
July 1999 - June 2001 · 1 yr 11 mos
Shearson Lehman Hutton INC.Broker
July 1989 - January 1990 · 6 mos
Prudential-Bache Securities INC.Broker
March 1988 - June 1989 · 1 yr 3 mos
State Registrations3 states
ALILMO
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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