Moneta Group Investment Advisors provides comprehensive financial management, investment management, and consulting services to high-net-worth families, individuals, and institutional clients. Operating through partner-led teams, Moneta Group Investment Advisors offers tailored strategies covering investment management, tax planning, estate planning, risk management, retirement planning, and business consulting, alongside concierge services like bill pay and bookkeeping. Moneta Group Investment Advisors manages both discretionary accounts, where the firm makes investment decisions on the client's behalf, and non-discretionary accounts, where clients approve trades. The firm utilizes an open-architecture approach to select investments, including mutual funds, exchange-traded funds, individual bonds, and alternative investments, while also advising on retirement plans for institutional clients.
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.
