Neil Mahoney is a CFP-designated registered investment advisor at Modera Wealth Management, LLC, based in South Jordan, UT, with 20 years of industry experience. Neil operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 4 more. Their firm serves 6,106 clients with $16B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Modera Wealth Management offers wealth management and portfolio management services. You'll pay an annual fee based on the value of the assets they manage.
The annual fee ranges from 0.15% to 1.00% for wealth management and 0.10% to 0.80% for portfolio management. The minimum quarterly fee is generally between $2,500 and $5,000 for wealth management and between $2,000 and $4,000 for portfolio management. These minimums can cause smaller accounts to pay higher percentage fees.
Contact
Neil Mahoney
Location
10808 South River Front Parkway, Suite 353, South Jordan, UT, 84095
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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 →Employment History
Current Registrations
Modera Wealth Management, LLC
Previous Registrations
Domus Advisors LLC
Oak Wealth Advisors LLC
Abw Wealth Advisors
Cambridge Wealth Counsel
Lifewise Financial Planning, INC.
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.
Exams
Additional Information
Neil has worked in financial services for 20+ years. He absolutely loves playing table tennis (ping pong). He has a lifelong passion for trains and model railroading, much to the dismay of his wife, and especially enjoys “operating sessions” and getting stuck waiting at railroad crossings.