Tad Weiss is a CFP-designated registered investment advisor at Modus Advisors, LLC, based in Excelsior, MN, with 40 years of industry experience. Tad operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 347 clients with $600M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Modus Advisors offers asset management and comprehensive portfolio management services. The maximum annual fee for asset management is 1.20% of the value of your account. The maximum annual fee for comprehensive portfolio management is 1.25% of the value of your account. Fees are negotiable and are deducted from client accounts monthly or quarterly in advance. Mutual fund investments held with American Funds are billed quarterly in arrears.
Location
23505 Smithtown Road, #290, Excelsior, MN, 55331
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Tad owns rental real estate in Teton Village, Wyoming, dedicating minimal time. He is also writing and publishing a book, spending a few hours per week on this activity.
Employment History
Current Registrations
Modus Advisors, LLC
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Ascend Financial Services, INC.Broker
C.R.I. Securities, INC.Broker
Investment Management & Research, INCBroker
Mimlic Sales CorporationBroker
C.R.I. Securities, INC.Broker
Consolidated Resources, INC.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.