Modern Wealth is a registered investment advisor founded in 2019 and based in Blue Bell, Pennsylvania, managing approximately $32.5 million in client assets. Modern Wealth offers a broad range of services, including tailored investment management, third-party manager selection, and comprehensive financial planning. Financial planning services cover retirement planning, cash flow and debt management, college savings, estate planning, risk management, tax planning strategies, and specialized business advisory or executive compensation planning for entrepreneurs and corporate executives. Modern Wealth primarily utilizes passive investment strategies with index funds and exchange-traded funds, alongside fundamental and technical analysis, and collaborates with qualified custodians such as Charles Schwab, Altruist, SEI Private Trust Company, Interactive Brokers, and Betterment Securities.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2M+ | 0.80% |
Standard investment management fees are paid quarterly in arrears and are negotiable. Private Wealth Management tier starts at 1.25% for the first $1,000,000 with a $1,000,000 account minimum.
