George Bidleman is a CFA-designated registered investment advisor at Monetary Management Group INC, based in St Louis, MO, with 13 years of industry experience. George 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.
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Current Registrations
Monetary Management Group INC
State Registrations1 state
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