Wayne Robinson
Wayne Robinson is a registered investment advisor at Modern Wealth Management, LLC, based in Lenexa, KS, with 20 years of industry experience. Wayne operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 11,934 clients with $11B 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 - $1.0M | 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. Eligible first responder and military households receive a discounted rate of 1.25% on the first tier ($0-$499,999).
Fee Estimator
Location
13350 W. 95th Street, Lenexa, KS, 66227
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
March 2009Other Business Activities
Wayne works as an advisor assistant at Barber Financial Group RIA since 2015. This takes about half of his time.
Employment History
Current Registrations
Modern Wealth Management, LLC
Previous Registrations
Barber Financial Group
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
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