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
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
211A NW Executive Way, Lees Summit, MO, 64063
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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 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
Previous Registrations
Mutual Securities, INC.Broker
Barber Financial Group
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
Securities America, INC.Broker
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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