CK
CFP
CK
CFP

Charles Kasper

19 Years of Experience
Lees Summit, MO

Charles Kasper is a CFP-designated registered investment advisor at Modern Wealth Management, LLC, based in Lees Summit, MO, with 19 years of industry experience. Charles 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
155 advisors
Number of Clients
11,934 clients
Average Client Portfolio
$914K average
Assets Under Management
$10.9B

Fee Structure

Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.50%
$500K - $1.0M1.25%
$1.0M - $3.0M1.00%
$3.0M - $5.0M0.75%
$5.0M - $10.0M0.65%
$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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

211A NW Executive Way, Lees Summit, MO, 64063

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Charles is an employee at Financial Security, Inc. handling administrative operations and rebalancing (full-time), a Financial Analyst Officer with 25% ownership at Life Strategies Analytics, Inc. (minimal time), and an Executive Advisor at Modern Wealth Management, LLC. (full-time).

Employment History
Current Registrations
Modern Wealth Management, LLC
April 2023 - Present · 3 yrs 6 mos
Previous Registrations
Mutual Securities, INC.Broker
October 2016 - December 2024 · 8 yrs 2 mos
Barber Financial Group
August 2016 - December 2023 · 7 yrs 4 mos
National Planning Corporation ("npc of America" in Fl & Ny)
January 2013 - October 2016 · 3 yrs 9 mos
National Planning CorporationBroker
May 2008 - October 2016 · 8 yrs 5 mos
Securities America, INC.Broker
October 2006 - May 2008 · 1 yr 7 mos
State Registrations2 states
KSMO
Advisor

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
No exam information available for this advisor.
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