Modoo Strategy is a registered investment advisor founded in 2023 and based in Great Neck, New York. The firm provides comprehensive financial planning, ongoing investment management, project-based financial planning, estate planning coordination, tax preparation coordination, and retirement plan consulting for businesses. Modoo Strategy operates on a fee-only basis, meaning they are compensated solely by their clients and do not accept commissions or referral fees. For investment management, Modoo Strategy creates personalized portfolios based on each client's goals, risk tolerance, and tax considerations, utilizing stocks, bonds, mutual funds, exchange-traded funds, and government securities. The firm also offers project-based advice on specific topics such as retirement planning, cash flow, business planning, college savings, and insurance. Modoo Strategy works with individuals, high net-worth individuals, pension and profit-sharing plans, and corporations, and has no minimum account size requirement.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.5M | 0.80% |
| $2.5M - $5.0M | 0.65% |
| $5M+ | 0.50% |
Fees are negotiable. Household accounts may be aggregated. Investment management fees may be waived if the client's ongoing fixed planning fee is higher than the calculated portfolio fee.