Modum Asset Management provides investment advice and manages assets for individuals, high-net-worth individuals, trusts, corporations, and pooled investment vehicles. Modum offers three services: Investment Management (discretionary), Manager Oversight (discretionary, managing third-party managers), and Advisory & Reporting (non-discretionary recommendations). Modum tailors its advice to each client's financial goals and risk tolerance.
Assets Under Management$170M
Clients46
AdvisorsN/A
Avg. per Client$3.8M
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
Fees are negotiable and may be waived at Modum's discretion.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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