Modern Capital Concepts offers financial planning and consulting services, including investment planning, retirement planning, insurance planning, and tax planning. They also offer customized service packages like Financial Check-Up and Personalized Financial Strategy. Modern Capital Concepts does not manage investments but helps clients understand their financial situation and set objectives. They also offer seminars and workshops.
Assets Under ManagementN/A
Clients189
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
- Financial Check-Up: $900 for the first 2 hours, then $500 per hour. This covers cash flow and debt management, investment education, retirement planning, college savings/financial aid strategies, and insurance needs analysis.
- Personalized Financial Strategy: $2,000 per quarter. This includes everything in the Financial Check-Up, plus tax and estate planning, divorce financial analysis, and small business/start-up advisory services.
- General Consulting: $2,000 per day.
Annual Retainer:$125 - $250/year
One-Time Plan:$900 - $2,000
Hourly Rate:Up to $450/hr
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