Assets Under Management

$1.9B

Number of Clients

2,822

Number of Advisors

36

Average Client AUM

$679K

AUM per Advisor

$53.2M

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

Moneco Advisors provides investment advisory services to individuals and high-net-worth individuals. Services include asset management and financial planning. They use third-party money managers and LPL Financial sponsored advisory programs. They also offer retirement plan consulting and standalone financial planning services.

Fee Structure

Minimum Investment:$10K
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingEducation PlanningInsurance PlanningHigh Net Worth
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Location

2150 Post Road, Suite 201, Fairfield, CT, 06824

36 Advisors at this firm

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