Modern Financial Asset Management provides tailored portfolio management and comprehensive financial planning services to individuals, high-net-worth clients, businesses, and retirement plans. The registered investment advisor builds customized investment strategies based on each client's specific goals, time horizons, risk tolerance, and personal values, including environmental and social preferences. Investment management utilizes fundamental and technical analysis, tactical asset allocation, and can include third-party managers or model portfolios through platforms like Altruist. In addition to managing portfolios, Modern Financial Asset Management offers holistic financial planning covering foundational budgeting, wealth accumulation, tax reduction strategies, retirement income planning, estate planning, and philanthropy. Shane Squibb leads the firm as the sole managing member and chief compliance officer. The firm also offers retirement plan consulting and sub-advisory services to other advisors.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.45% |
| $250K - $500K | 1.35% |
| $500K - $750K | 1.25% |
| $750K - $1.0M | 1.15% |
| $1.0M - $1.5M | 1.00% |
| $1.5M - $2.0M | 0.90% |
| $2M+ | 0.75% |
Fees are negotiable based on account size. Firm may alternatively charge a maximum flat fixed rate of 1.45%. Household accounts are aggregated.