Kyle Gray is a CFA, CFP-designated registered investment advisor at Moneta Group Investment Advisors, LLC, based in Worcester, MA, with 5 years of industry experience. Kyle 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
1 Mercantile Street, Suite 750, Worcester, MA, 01608
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Moneta Group Investment Advisors, LLC
Previous Registrations
Fidelity Personal and Workplace Advisors
Fidelity Brokerage Services LLCBroker
MML Investors Services, LLCBroker
State Registrations2 states
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