Modern Wealth Management, LLC
Assets Under Management
$6.1B
Number of Clients
6,716
Number of Advisors
106
Average Client AUM
$916K
AUM per Advisor
$58.0M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
MWM helps clients build, manage, and preserve their wealth. They offer discretionary investment management services for a fee based on AUM. They also provide tax planning, financial planning, risk management planning, and estate planning. MWM may utilize third-party money managers.
Fee Structure
Minimum Investment:$250K
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1000K | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.55% |
Fees may be negotiated and may be lower than the rates noted in the standard fee schedule.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningInsurance PlanningFinancial Planning & CoachingHigh Net Worth
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Location
13550 W 95th St., Lenexa, KS, 66227
106 Advisors at this firm
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