Modern Wealth Management manages investment portfolios and provides comprehensive financial planning, tax planning and preparation, estate planning assistance, and insurance reviews for individuals and families. The firm uses a centralized portfolio management approach, building customized portfolios primarily using stocks, bonds, exchange-traded funds, mutual funds, and alternative investments. Modern Wealth Management operates on a fee-based model, typically charging a percentage of the value of your portfolio, and serves clients through a network of offices across multiple states.
Assets Under Management$11B
Clients11,934
Advisors155
Avg. per Client$910K
Avg. per Advisor$70M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.55% |
Fees are negotiable. Eligible first responder and military households receive a discounted rate of 1.25% on the first tier ($0-$499,999).
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
155 Advisors at this firm
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