Alejandra Pena is a registered investment advisor at Modernist Financial, LLC, based in Portland, OR, with 1 years of industry experience. Alejandra operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 48 clients with $110M 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 | 2.00% |
| $500K - $750K | 1.75% |
| $750K - $1000K | 1.50% |
| $1000K - $5.0M | 0.90% |
| $5.0M - $20.0M | 0.20% |
| $20M+ | 0.20% |
Fees negotiable for amounts over $20,000,000.
Fee Estimator
Location
707 SW Washington Street, Suite 910, Portland, OR, 97205
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Modernist Financial, LLC
State Registrations1 state
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