Modern Financial Asset Management offers personalized investment portfolios and financial planning. They help clients establish financial goals, develop investment policies, and provide ongoing advice. Financial planning services cover areas like cash management, debt reduction, retirement income, and estate planning. They also offer portfolio management services tailored to individual objectives and beliefs, and may utilize third-party money managers.
Assets Under Management$35M
Clients153
Advisors3
Avg. per Client$230K
Avg. per Advisor$12M
www.linkedin.com/company/modernfinancial ·www.facebook.com/modernfinancialco ·www.modernfinancialco.com
Fee Structure
Planning is included in investment management (also available separately)
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% |
Maximum flat fixed rate of 1.45% may be applied. Altruist Model Marketplace fees are separate and range between 0% to 1.00%. Third-party money managers' fee will not exceed 0.85%. For accounts up to $1,000,000 held with third-party money managers, an annual 0.15% platform fee will be charged.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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