Derek Wagner
Derek Wagner is a CFP-designated registered investment advisor at Moneta Group Investment Advisors, LLC, based in St. Louis, MO, with 11 years of industry experience. Derek 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
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
Location
1 North Brentwood Blvd, St. Louis, MO, 63105
Get directionsHistory
Regulatory History (1)
Criminal
August 2007Employment History
Current Registrations
Moneta Group Investment Advisors, LLC
Previous Registrations
Edward Jones
Edward JonesBroker
TD Ameritrade, INC.Broker
Scottrade, INC.Broker
T. Rowe Price Investment Services, INC.Broker
State Registrations1 state
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
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