How does the advisor help clients – Key Takeaways:
Modern Asset Management LLC has been providing expert financial services for over 15 years. Their team of highly experienced advisors is dedicated to helping clients reach their financial goals and achieve long-term financial stability.
The firm offers a wide range of financial services and caters to various types of clients, including individuals, families, and small businesses. They strive to provide personalized and comprehensive solutions that meet the unique needs of each client.
Below are some key takeaways on the ways Modern Asset Management LLC helps their clients:
- Provides personalized and comprehensive financial solutions
- Works closely with clients to understand their financial goals and needs
- Offers a wide range of financial services
- Dedicated to helping clients achieve long-term financial stability
- Highly experienced team of financial advisors
Facts and Insights
Here are some key facts and insights about Modern Asset Management LLC:
| Assets Under Management | $500 million |
|---|---|
| Number of Advisors | 15 |
| Time in Business | 15 years |
Financial Services Offered
Modern Asset Management LLC offers a comprehensive range of financial services to help clients achieve their financial goals. These services include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Risk management
Client Types
Modern Asset Management LLC caters to a diverse range of clients, including:
- Individuals
- Families
- Small businesses
Fees & Compensation
Modern Asset Management LLC operates on a fee-only basis, meaning they do not receive any commissions or other forms of compensation for recommending specific investments. This aligns their interests with that of their clients and ensures unbiased and objective financial advice.
The firm’s fees are based on a percentage of assets under management, and they are transparent and disclosed to clients upfront.
Background
Modern Asset Management LLC was founded in 2005 by a team of experienced financial advisors who shared a common goal of providing high-quality financial services to clients.
Today, the firm continues to uphold its founding principles and has grown to become a reputable and trusted financial advisor. Their team of experts remains committed to helping clients achieve financial success and stability.
Financial Advisor Disclosures to Know
As a regulated financial advisor, Modern Asset Management LLC is required to disclose certain information to clients. Below are some key disclosures to be aware of:
- The firm is registered with the Securities and Exchange Commission (SEC)
- They have a fiduciary duty to act in the best interest of their clients
- Their advisors may receive compensation for recommending certain investment products
- The firm has no significant disciplinary history