Kade Messner is a CFP-designated registered investment advisor at Modern Wealth Management, LLC, based in Troy, MI, with 4 years of industry experience. Kade operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 6,716 clients with $6.1B 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 - $1000K | 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.
Fee Estimator
Location
990 E. South Blvd., Suite 100, Troy, MI, 48085
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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
Kade is the Young Adult Director at Oakland Church, leading the young adult community. This activity takes about 10-20% of his time and is not investment-related.
Employment History
Current Registrations
Modern Wealth Management, LLC
Previous Registrations
Barber Financial Group
State Registrations1 state
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