Jun Shim is a CFP-designated registered investment advisor at Modera Wealth Management, LLC, based in New Providence, NJ, with 5 years of industry experience. Jun operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 6,308 clients with $18B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Modera Wealth Management offers wealth management and portfolio management services. You'll pay an annual fee based on the value of the assets they manage.
The annual fee ranges from 0.15% to 1.00% for wealth management and 0.10% to 0.80% for portfolio management. The minimum quarterly fee is generally between $2,500 and $5,000 for wealth management and between $2,000 and $4,000 for portfolio management. These minimums can cause smaller accounts to pay higher percentage fees.
Location
139 South Street, Suite 204, New Providence, NJ, 07974
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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
Jun is the sole owner of JBTLA, LLC, a tax preparation and accounting service for small businesses, since November 2022. Jun spends minimal time on this activity.
Employment History
Current Registrations
Modera Wealth Management, LLC
Previous Registrations
Cfo4life
Ausdal Financial Partners, INC.Broker
Fidelity Personal and Workplace Advisors
Fidelity Brokerage Services LLCBroker
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.
Exams
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