Modern Assets offers financial planning and investment management services to individuals, families, trusts, estates, and small businesses. Modern Assets focuses on aligning your investments with your personal values. They use low-cost Exchange-Traded Funds and individual stocks to build portfolios, considering environmental, social, and governance factors. They also offer an automated investment program through Charles Schwab.
Fee Structure
Modern Assets offers investment management services, either as part of a comprehensive wealth management package or on a standalone basis.
Comprehensive Wealth Management (Financial Planning and Investment Management):
- Under $1,000,000: 0.9% annually, plus a $5,000 annual financial planning fee
- $1,000,001 to $3,000,000: 0.8% annually, plus a $7,500 annual financial planning fee
- $3,000,001 to $10,000,000: 0.7% annually, plus a $15,000 annual financial planning fee
- $10,000,001 and Above: 0.6% annually, plus a financial planning fee starting at $30,000 annually
Investment Management Only:
- Up to $1,000,000: 1.0% annually
- Between $1,000,000 to $3,000,000: 0.9% annually
- $3,000,000 and up: 0.8% annually
An onboarding fee of $1,000 is applied to all new clients. Fees are negotiable and paid quarterly in arrears.
