Marie Thomasson is a CFP-designated registered investment advisor at Modern Assets, LLC, based in Hawthorne, CA, with 9 years of industry experience. Marie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 23 clients with $6.7M in assets under management.
Compensation
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Fee Structure
Modern Assets offers investment management services, either as part of a comprehensive wealth management package or on a standalone basis.
Comprehensive Wealth Management (Financial Planning and Investment Management):
- Under $1,000,000: 0.9% annually, plus a $5,000 annual financial planning fee
- $1,000,001 to $3,000,000: 0.8% annually, plus a $7,500 annual financial planning fee
- $3,000,001 to $10,000,000: 0.7% annually, plus a $15,000 annual financial planning fee
- $10,000,001 and Above: 0.6% annually, plus a financial planning fee starting at $30,000 annually
Investment Management Only:
- Up to $1,000,000: 1.0% annually
- Between $1,000,000 to $3,000,000: 0.9% annually
- $3,000,000 and up: 0.8% annually
An onboarding fee of $1,000 is applied to all new clients. Fees are negotiable and paid quarterly in arrears.
Contact
Marie Thomasson
Location
Hawthorne, CA
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Regulatory History (1)
Customer Dispute
June 2023Other Business Activities
Marie works as a data analyst at Microsoft, focusing on data analytics, storytelling, and communications. This non-investment related activity takes up a significant amount of her time, between 60 and 100 hours per month during trading hours.
Employment History
Current Registrations
Modern Assets, LLC
Previous Registrations
Aequitas Wealth Management, LLC
Modern Assets, LLC
State Registrations1 state
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.
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Additional Information
I’m Marie Thomasson, CFP®. a fiduciary financial advisor who shares your valuesAt Modern Assets, I've taken my experience of big-fund money management and tailored it to help individuals and families ensure your money not only grows but does so in a way that resonates deeply with who you are. Every person's financial landscape is as unique as their fingerprint. My approach is to listen, understand, and then work with you to craft a financial strategy that reflects who you are and where you want to go.