Modern Wealth LLC offers investment management based on individual client goals and risk tolerance. They create investment plans and manage portfolios, primarily using ETFs and mutual funds. Modern Wealth also offers financial planning services, including investment, insurance, tax, retirement, college, and debt/credit planning. Clients can choose from six levels of ongoing financial planning services.
Assets Under Management$22M
Clients130
Advisors3
Avg. per Client$170K
Avg. per Advisor$7.3M
Fee Structure
Minimum Investment:None
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.20% |
| $500K - $1000K | 1.10% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.80% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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