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Michael Momeno

Money Concepts Advisory Service
26 Years of Experience
Saint Peters, MO
2 DisclosuresBroker
View SEC Summary
View SEC Summary

Michael Momeno is a registered investment advisor at Money Concepts Advisory Service, based in Saint Peters, MO, with 26 years of industry experience. Michael is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Annuities, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 17,032 clients with $4.1B in assets under management.

Money Concepts Advisory Service
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
395 advisors
Number of Clients
17,032 clients
Average Client Portfolio
$239K average
Assets Under Management
$4.1B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Minimum Annual Fee:$250
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.30%
$1.0M - $3.0M1.00%
$3.0M - $5.0M0.90%
$5.0M - $10.0M0.75%
$10M+0.60%

Fees vary by program. Standard Guided Portfolio Solutions program typically charges 2.5% annually. Pension and MAP programs use tiered schedules ranging from 1.30% down to 0.60% annually.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

5600 Mexico Road, Ste.1, Saint Peters, MO, 63376

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Financial
August 2017
Final
Financial
November 2016
Final
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Michael is the president of Seasons Bridge Financial, LLC, handling day-to-day operations, dedicating about a quarter of his time. He also works as a driver for Uber and is an agent for Federal Benefits Academy, spending about 10-20% of his time and a few hours per week, respectively, on these activities.

Employment History
Current Registrations
Money Concepts Advisory Service
April 2014 - Present · 12 yrs 6 mos
Money Concepts Capital CORPBroker
March 2014 - Present · 12 yrs 7 mos
Previous Registrations
Ameriprise Financial Services, INC.
August 2002 - January 2014 · 11 yrs 5 mos
Ameriprise Financial Services, INC.Broker
October 1999 - January 2014 · 14 yrs 3 mos
Ids Life Insurance CompanyBroker
October 1999 - July 2006 · 6 yrs 9 mos
State Registrations10 states
FLIAILKSMIMNMONEOKSC
AdvisorBrokerBoth

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.
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