Megan Riley
Megan Riley is a registered investment advisor at Moneta Group Investment Advisors, LLC, based in St. Louis, MO, with 15 years of industry experience. Megan 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
190 Carondelet Plaza, Suite 1200, St. Louis, MO, 63105
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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.
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Megan is the sole owner of a rental property purchased in 2003, with minimal time investment of less than 1 hour per month. Her duties include tenant management, property management, and paying bills.
Employment History
Current Registrations
Moneta Group Investment Advisors, LLC
State Registrations2 states
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