Joseph Modica Jr. is a registered investment advisor offering asset management and financial planning services. Asset management includes financial planning and portfolio management. Financial planning covers tax, insurance, estate, disability, business, retirement, education planning, and budgeting. Investment advice is tailored to meet client needs and investment objectives. Joseph Modica Jr. also provides tax preparation and guidance as an Enrolled Agent.
Assets Under Management$3.1M
Clients12
Advisors1
Avg. per Client$260K
Avg. per Advisor$3.1M
www.linkedin.com/in/joseph-modica-jr-81bb1020 ·www.facebook.com/joe.modica.18 ·twitter.com/josephmodica11
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.60% |
| $250K - $500K | 1.60% |
| $500K - $1.5M | 1.00% |
| $1.5M+ | 0.80% |
All fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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