Dean Wells is a registered investment advisor at Modern Capital Advisors, LLC, based in Raleigh, NC, with 25 years of industry experience. Dean operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 1,561 clients with $290M 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 $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1M+ | 1.25% |
Fees are negotiable.
Fee Estimator
Location
7780 Brier Creek Parkway, Suite 325, Raleigh, NC, 27617
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Dean operates under the DBA Wells Investment Services since 2007. Since 2010, he sells non-variable insurance products, including Medicare Supplement plans, Medicare Advantage plans, and senior ancillary products, dedicating about 10-20% of his time to this activity.
Employment History
Current Registrations
Modern Capital Advisors, LLC
Previous Registrations
Modern Capital Advisors, LLC
Liberty Partners Financial Services, LLCBroker
LPL Financial LLC
LPL Financial LLCBroker
Edward Jones
Edward JonesBroker
Charles Schwab & CO., INC.Broker
State Registrations1 state
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.