Jacob Gall

Modern Dollar Planning charges a fixed quarterly fee ranging between $1,000 and $10,000 (equaling $4,000 to $40,000 annually) for ongoing wealth management and discretionary investment management. This fee is determined based on factors such as the complexity of your financial situation, your stage of life, income, net worth, and portfolio complexity. The fee covers both ongoing financial planning and investment management services. Fees are paid quarterly in arrears and are typically deducted directly from your investment account.