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Keep the revenues from your clients in your pocket. MONECO understands that the firm’s role is to help our independent advisors serve their client’s well, not pad our bottom line.
The portion of your revenue that goes towards the firm is reinvested back into your business. We are constantly evaluating the need for office space, administrative support, and technology, to further benefit your business.
At MONECO, we have one fee and one service model. We like simple. We don’t want to overcomplicate your business, or ours, with multiple ways to affiliate and levels of service we provide. All of our advisors get the same best in class service and the same price.