ModernWealthConcepts LLC (MWC) offers financial planning, investment consulting, and investment advisory services. MWC reviews your financial situation and makes recommendations. MWC can also provide specific investment advice or manage your investments. MWC may recommend third-party asset managers. MWC also provides financial literacy education and training.
Assets Under Management$42M
Clients34
Advisors1
Avg. per Client$1.2M
Avg. per Advisor$42M
www.modernwealthconcepts.com ·www.linkedin.com/company/modernwealthconcepts-llc ·www.facebook.com/mwcadvisor1
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$1,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $3.0M | 0.70% |
| $3M+ | 0.60% |
Fees may be negotiable prior to engagement.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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