Andrew Kelsen
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 Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 8,021 clients with $43B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
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.
Location
Tuscaloosa, AL
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Regulatory History (1)
Criminal
February 1986Employment History
Current Registrations
Moneta Group Investment Advisors, LLC
Previous Registrations
Iron Capital Markets, INC.Broker
Sterne, Agee & Leach, INC.Broker
The Malachi Group, INC.Broker
Centennial Capital Management, INC.Broker
Shearson Lehman Hutton INC.Broker
Prudential-Bache Securities INC.Broker
State Registrations3 states
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.