Modera Wealth Management, LLC
Assets Under Management
$15.5B
Number of Clients
6,106
Number of Advisors
106
Average Client AUM
$2.5M
AUM per Advisor
$146.3M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Modera Wealth Management is an independent, fee-only RIA offering wealth management, portfolio management, retirement plan consulting, and financial planning services. They derive compensation solely from clients and do not accept commissions or referral fees. They allocate client assets among mutual funds, ETFs, individual debt securities, and individual stocks, and may recommend private placement investments to accredited investors.
Fee Structure
Financial Planning:Included in AUM fee
Minimum Annual Fee:$10,000
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
Loading...
Location
56 Jefferson Avenue, Westwood, NJ, 07675
106 Advisors at this firm
Page 1 of 6