Montel Hawkins is a registered investment advisor at Modern Wealth LLC, based in Chandler, AZ, with 3 years of industry experience. Montel 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
Montel is a founding partner at Modern Wealth Insurance Services LLC, an insurance agency handling life, disability, long-term care, and annuities. He dedicates about 10-20% of his time to this business, all during trading hours.
Employment History
Current Registrations
Modern Wealth LLC
Previous Registrations
Terra Wealth
State Registrations3 states
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