Assets Under Management
$0
Number of Clients
Not reported
Number of Advisors
1
Average Client AUM
N/A
AUM per Advisor
$0
Compensation
Fee-Only (AUM)Fixed/Hourly
Modern Financial Wellness, LLC offers fee-only financial planning and investment management services. They provide continuous advice on investments based on individual client needs, including stocks, bonds, mutual funds, and ETFs. Financial planning is offered on an ongoing or project basis.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $1.5M | 1.00% |
| $1.5M - $2.0M | 0.75% |
| $2M+ | 0.65% |
36 Maplewood Ave., Portsmouth, NH, 03801