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DT
CFP
DT
CFP

Danton Troyer

Moneta Group Investment Advisors, LLC
20 Years of Experience
St. Louis, MO
1 Disclosure
View SEC Summary
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Danton Troyer is a CFP-designated registered investment advisor at Moneta Group Investment Advisors, LLC, based in St. Louis, MO, with 20 years of industry experience. Danton operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Athletes & Entertainers, Business Owners, Corporate Executives, Estate Planning, and 5 more. Their firm serves 9,163 clients with $51B in assets under management.

Moneta Group Investment Advisors, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
255 advisors
Number of Clients
9,163 clients
Average Client Portfolio
$5.5M average
Assets Under Management
$50.5B

Fee Structure

Planning is included in investment management
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Variable fees generally range from 20 to 100 basis points (0.20% to 1.00%) based on aggregate market value and are negotiated on an individual, client-by-client basis. Annual asset-based fees can at times exceed this range.

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

Location

1 North Brentwood Blvd, St. Louis, MO, 63105

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History

Regulatory History (1)
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.
Customer Dispute
January 2022
Settled
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Danton owns a single-family rental property in Florissant, MO, since 2011. He spends minimal time on this activity, including a couple of hours during trading hours.

Employment History
Current Registrations
Moneta Group Investment Advisors, LLC
August 2018 - Present · 8 yrs 2 mos
Previous Registrations
Moneta Group Investment Advisors, LLC
July 2018 - July 2018 · 0 mos
Private Client Services, LLCBroker
June 2018 - July 2018 · 1 mo
Rfg Advisory Group, LLC
August 2014 - June 2018 · 3 yrs 10 mos
LPL Financial LLCBroker
April 2008 - June 2018 · 10 yrs 2 mos
LPL Financial LLC
April 2008 - October 2015 · 7 yrs 6 mos
Ameriprise Financial Services, INC.
December 2005 - May 2008 · 2 yrs 5 mos
Ameriprise Financial Services, INC.Broker
December 2005 - May 2008 · 2 yrs 5 mos
State Registrations2 states
KSMO
Advisor

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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