Modern Asset Management provides investment advice and manages investment portfolios for individuals, high net worth individuals, retirement plans, charities, and corporations. They primarily recommend no-load mutual funds from Dimensional Fund Advisors (DFA). They also evaluate insurance products. Modern Asset Management uses Wealth Management LLC for back-office services.
Assets Under Management$30M
Clients273
Advisors2
Avg. per Client$110K
Avg. per Advisor$15M
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $200K | 1.85% |
| $200K - $500K | 1.25% |
| $500K - $1000K | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Fees may be negotiable in certain circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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