Anthony Moeller
Anthony Moeller is a registered investment advisor at Mn Wealth Advisors, LLC, based in Overland Park, KS, with 36 years of industry experience. Anthony operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning. Their firm serves 571 clients with $390M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.20% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $15.0M | 0.70% |
| $15.0M - $20.0M | 0.60% |
| $20.0M - $25.0M | 0.50% |
| $25.0M - $50.0M | 0.40% |
| $50.0M - $100.0M | 0.30% |
| $100M+ | 0.25% |
Fees are calculated on a graduated basis. The firm generally requires a minimum asset level of $250,000 for investment management services, but this may be waived or modified.
Fee Estimator
Location
6800 W 115th Street, Suite 3511, Overland Park, KS, 66211
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Anthony is a member of Mobros, LLC, a real estate rental property, dedicating minimal time. He is also an independent insurance agent since 1990, spending minimal time on this activity.
Employment History
Current Registrations
Mn Wealth Advisors, LLC
Previous Registrations
Integrity Advisory, LLC
Sunflower Asset Management INC.
State Registrations2 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.