Timothy Halls
Timothy Halls is a CFA, CFP-designated registered investment advisor at Moneta Group Investment Advisors, LLC, based in St. Louis, MO, with 23 years of industry experience. Timothy 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
100 South Brentwood Blvd, 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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Timothy is on the Foundation Board of Kingdom House since 2014, dedicating minimal time. He is also the Vice President of the Webster Groves School District Foundation since 2017, dedicating a few hours per week.
Employment History
Current Registrations
Moneta Group Investment Advisors, LLC
State Registrations2 states
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