Tom Wright
Tom Wright is a registered investment advisor at Monetary Management Group INC, based in St Louis, MO, with 27 years of industry experience. Tom operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 161 clients with $490M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Monetary Management Group offers investment management through a wrap fee program. This means you pay a single, all-inclusive fee that covers investment advice, trade execution, and portfolio reporting. The annual fee is calculated quarterly based on the average value of your investments. The specific percentage you pay depends on the types of investments in your account (equities or fixed income). There is a $2,500 minimum annual fee, and all fees are subject to negotiation.
Location
13537 Barrett Parkway Drive, Suite 325, St Louis, MO, 63021
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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
Tom is the president of Monetary Management Group (MMG), spending most of his time on this. He also conducts fixed insurance business through NEC Insurance and is a registered representative with Moloney Securities, spending minimal time on this activity.
Employment History
Current Registrations
Monetary Management Group INC
Previous Registrations
Moloney Securities CO., INC.Broker
Moloney Securities CO., INC.Broker
Moloney Securities CO., INC.Broker
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.