Levi Hammock is a registered investment advisor at Modern Wealth LLC, based in Blue Bell, PA. Levi operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 85 clients with $25M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Modern Wealth offers investment management services where they manage individually tailored investment portfolios. They also offer the use of third-party managers. The annual fees are negotiable and are pro-rated and paid in arrears on a quarterly basis. The advisory fee is a tiered fee and is calculated by assessing the percentage rates using the predefined levels of assets as shown in the above chart and applying the fee to the account value as of the last day of the previous quarter.
For Private Wealth Management, fees are calculated in that the first $1,000,000 is charged a Private Wealth Management fee of 1.25%, the next $1,000,000 is charged 0.90%, and so on. The minimum assets for Private Wealth Management are $1,000,000 but is negotiable in some instances.
Location
Blue Bell, PA
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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
Modern Wealth LLC
Previous Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
State Registrations1 state
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