Let us tell you how we help our clients


Why Us

Are You Getting the Best Advice

1. Choice

With over 600,000 advisors in the US, how do you know you work with the best?

2. Performance

Is your performance meeting and exceeding your goals and needs?

3. Fees

Are you paying “fair value” for what you receive?

MOENIO is an unbiased and independent firm helping our clients find, evaluate and monitor the performance and advice required by wealthy individuals, families, and organizations.

What We Do For Our Clients

Performance Your Performance? Your performance against benchmarks Your Investments
Your Asset Location Asset Allocation Choices Investment vehicles used in allocation Evaluate and Compare
Understand Goals Being Met Reviews Fees

Who We Serve

As people are walking all the time, in the same spot, a path appears.

—John Locke

At MOENIO, we help our clients find those advisors who have already forged a path where they need to go.


Sale of Business




Int'l Family


At Moenio we’ve created a proprietary system for examining all facets of an advisor’s business.

We’ve created a process to help you make the important decisions.

Let us show you how we help our clients.

Get Peace of Mind
  • Evaluating My Advisor
  • Ongoing Monitoring
  • Finding An Advisor

Benchmark Calculator


How Much of Your Portfolio


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How have you performed?

Have you performed at least to your benchmarks?

You should judge the performance of your portfolio with risk-adjusted returns in mind. A good place to start is to see how your portfolio’s performance measures up against key benchmarks.

Step 1: Pick a year.

Step 2: Pick your portfolio’s benchmarks and percentages.

Step 3: See how your portfolio compared.

Fee Calculator


.50% .75% 1.00% 1.25% 1.50%


How much are you paying?

At MOENIO we believe you should pay “fair value” for the advice and service you receive but we evaluate fees differently. Rather than look at fees for one year, we want to understand the total cost over three and five year.

How much are you paying?

Step 1: Enter the amount of your assets

Step 2: Either enter your total fee or use our slide ruler

Step 3: See how much you pay over one-year, three-year, and five-years