Morrie Reiff
Morrie Reiff is a CFP-designated registered investment advisor at Modern Wealth Management, LLC, based in Calabasas, CA, with 40 years of industry experience. Morrie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 6,716 clients with $6.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1000K | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.55% |
Fees are negotiable.
Fee Estimator
Location
27001 Agoura Road, Suite 150, Calabasas, CA, 91301
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 2010Other Business ActivitiesSells Insurance
Morrie is a licensed insurance producer since 1978, offering life, health, disability, and long-term care insurance, as well as fixed products. He also owns Brickman, Reiff & Associates, a primary insurance business, dedicating a few hours per week to it, and works as a travel agent for Global Travel International, Inc.
Employment History
Current Registrations
Modern Wealth Management, LLC
Previous Registrations
M. S. Howells & CO.Broker
Independent Financial Group, LLCBroker
Independent Financial Group, LLC
Quantitative Strategies, INC.
Planned Asset Management
Afa Advisor Services LLC
Afa Financial Group, LLCBroker
Sentra Securities CorporationBroker
United Pacific Securities, INC.Broker
Titan/value Equities Group, INC.Broker
Value Equities CorporationBroker
E.A.C. Securities, LTD.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.