How does the advisor help clients – Key Takeaways:
Modern Assets, LLC is a financial firm that prides itself on providing expert guidance and assistance to its clients. With a wealth of industry experience and a dedication to staying up-to-date on current market trends and practices, Modern Assets, LLC is equipped to help clients navigate the complex financial landscape and make informed decisions about their assets.
Facts and Insights
As of the latest reported figures, Modern Assets, LLC manages over $2 billion in assets for its clients. With a team of 50 experienced advisors, the firm brings a diverse range of knowledge and expertise to the table when it comes to financial planning and management. Modern Assets, LLC has been in business for over 15 years, establishing itself as a trusted and reputable leader in the financial industry.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $2 billion | 50 | 15+ years |
Financial Services Offered
Modern Assets, LLC offers a wide range of financial services to its clients. These include investment management, retirement planning, tax planning, estate planning, and more. By utilizing proven strategies and staying up-to-date on industry best practices, the firm is able to provide its clients with tailored financial solutions that align with their specific needs and goals.
Client Types
The advisors at Modern Assets, LLC work with a diverse group of clients, including individuals, families, and small businesses. With a deep understanding of the unique financial needs and goals of each client, the firm is able to develop personalized strategies that help clients achieve their financial objectives and grow their wealth.
Fees & Compensation
Modern Assets, LLC operates on a fee-only basis, meaning they do not receive commissions for selling financial products. This allows the firm to provide unbiased and objective financial advice to its clients, while also being transparent about fees and compensation. Fees are based on a percentage of assets under management, and the firm prides itself on offering competitive rates.
Background
Modern Assets, LLC was founded by a team of experienced financial advisors who shared a passion for helping clients achieve financial success. The firm has since grown into a trusted and respected name in the industry, with a commitment to providing top-notch financial guidance and support to its clients.
Financial Advisor Disclosures to Know
As a registered investment advisor, Modern Assets, LLC is held to a fiduciary standard, meaning they are legally obligated to act in the best interests of their clients. This includes disclosing any potential conflicts of interest and providing transparent and comprehensive information about fees and compensation. Additionally, the firm is subject to regular audits and inspections by regulatory bodies to ensure compliance with industry regulations.