Modern Financial Wellness (MFW) is a fee-only registered investment advisor offering investment management and financial planning services. MFW develops personalized investment plans based on client goals and risk tolerance, primarily using stocks, bonds, mutual funds, and ETFs. Financial planning services cover areas like business planning, cash flow management, college savings, estate planning, insurance, retirement planning, and tax strategies. MFW may recommend third-party investment managers and tax professionals but does not receive compensation from them.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| $0K - $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $1.5M | 1.00% |
| $1.5M - $2.0M | 0.75% |
| $2M+ | 0.65% |
The fee is negotiable. The above fee schedule does not include the Outside Manager’s fee. At no point will the combined fee charged to the Client exceed 2% of assets under management.