LR
LR

Lydia Renders

16 Years of Experience
Pittsfield, MA

Lydia Renders is a registered investment advisor at Moneco Advisors, based in Pittsfield, MA, with 16 years of industry experience. Lydia operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 2,822 clients with $1.9B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
39 advisors
Number of Clients
2,822 clients
Average Client Portfolio
$679K average
Assets Under Management
$1.9B

Fee Structure

Minimum Investment:$10K
Planning is included in investment management (also available separately)

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%.

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Location

101 Hawthorne Ave, Pittsfield, MA, 01201

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Lydia is a managing member of Executive Rentals, LLC and Living Grace, LLC, both real estate investment companies. She also runs Empowerment Coaching under United Inner States of Freedom, LLC, and co-owns a newsletter called The Economic Intuitive, dedicating minimal time to each.

Employment History
Current Registrations
Moneco Advisors
September 2023 - Present · 2 yrs 8 mos
Previous Registrations
Willow
September 2009 - December 2023 · 14 yrs 3 mos
State Registrations3 states
CTMATX
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.