Alecia Modahl
Alecia Modahl is a CFP-designated registered investment advisor at Kestra Advisory Services, LLC, based in Ferndale, WA, with 21 years of industry experience. Alecia operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 97,702 clients with $60B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Kestra Advisory Services' (Kestra AS) fees for managing your investments are a percentage of the value of your portfolio, up to a maximum of 2.5% per year. The exact percentage is determined by your advisor based on factors like the size of your account, the type of account (e.g., retirement), the services you receive, and the platform you choose. These fees are negotiable.
Kestra AS offers different advisory platforms with varying program fees that are deducted from the client fee you negotiate with your advisor. These platforms include AdvisorEnterprise, Horizon, and AdvisorChoice. Each platform has different features, costs, and minimum account sizes.
There are also third-party managed solutions available through platforms like Focus Partners Advisor Solutions, Symmetry Partners, SEI and AssetMark.
Location
4776 Cobble Way, Ferndale, WA, 98248
Get directionsHistory
Regulatory History (1)
Customer Dispute
October 2009Other Business ActivitiesSells Insurance
Alecia sells fixed insurance products and owns Modahl Collaborative, LLC, providing life planning services, dedicating minimal time and about 10% of her time, respectively. She also owns Feuillette, LLC, an entity for managing commercial real estate, spending minimal time on it.
Employment History
Current Registrations
Kestra Investment Services, LLCBroker
Kestra Advisory Services, LLC
Previous Registrations
Commonwealth Financial NetworkBroker
Commonwealth Financial Network
Kms Financial Services, INC.Broker
Kms Financial Services, INC
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
AXA Advisors, LLC
AXA Advisors, LLCBroker
State Registrations9 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.