Dillon Kazemi is a registered investment advisor at Modern Wealth LLC, based in Chandler, AZ, with 11 years of industry experience. Dillon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 130 clients with $22M 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 | 1.20% |
| $500K - $1000K | 1.10% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.80% |
Fee Estimator
Location
3133 W Frye Road, Suite 101, Chandler, AZ, 85226
Get directionsHistory
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 ActivitiesSells Insurance
Dillon is an independent insurance agent, dedicating about a quarter of his time to insurance marketing, sales, and service. He is also a founding partner at Modern Wealth Insurance Services LLC, an agency handling life, disability, LTC, and annuities, spending about 10-20% of his time on this business.
Employment History
Current Registrations
Modern Wealth LLC
Previous Registrations
Terra Wealth
Cape Securities INC.Broker
Primerica Advisors
PFS Investments INC.Broker
State Registrations3 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.