Modernist Financial provides investment management and financial planning services tailored to individuals, families, trusts, estates, and small businesses. As a fiduciary, Modernist prioritizes client interests and mitigates conflicts of interest. Investment strategies are long-term, focusing on diversification, cost management, and tax efficiency. Financial planning services are customized to client goals and may include investment, retirement, education, and real estate planning. Modernist also practices Financial Life Planning, incorporating values-based approaches.
Assets Under Management$110M
Clients48
Advisors3
Avg. per Client$2.4M
Avg. per Advisor$38M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $750K | 1.75% |
| $750K - $1000K | 1.50% |
| $1000K - $5.0M | 0.90% |
| $5.0M - $20.0M | 0.20% |
| $20M+ | 0.20% |
Fees negotiable for amounts over $20,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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