Modera Wealth Management is a registered investment advisor that provides wealth management, portfolio management, investment consulting, retirement plan consulting, and financial planning services. Modera is compensated by clients only and does not accept commissions. They primarily manage assets through mutual funds, exchange-traded funds, and individual securities. They may also recommend private placement investments to accredited investors.
Fee Structure
Modera Wealth Management offers wealth management and portfolio management services. You'll pay an annual fee based on the value of the assets they manage.
The annual fee ranges from 0.15% to 1.00% for wealth management and 0.10% to 0.80% for portfolio management. The minimum quarterly fee is generally between $2,500 and $5,000 for wealth management and between $2,000 and $4,000 for portfolio management. These minimums can cause smaller accounts to pay higher percentage fees.
