tag
About MODERN CAPITAL ADVISORS, LLC
MODERN CAPITAL ADVISORS, LLC is a leading financial advisory firm that assists clients with their financial needs. The firm has a team of experienced professionals who provide comprehensive financial planning and wealth management services to help clients achieve their financial goals.
How does the advisor help clients – Key Takeaways:
MODERN CAPITAL ADVISORS, LLC works with clients to understand their individual financial objectives and creates tailored strategies to help them achieve those goals. Some of the key takeaways of their services include:
- Providing personalized financial planning and investment management services
- Offering a wide range of financial services including retirement planning, education planning, insurance solutions, and more
- Regularly reviewing and adjusting strategies to stay aligned with clients’ changing financial goals
- Dedicated team of advisors with specialized expertise in various financial areas
Facts and Insights
MODERN CAPITAL ADVISORS, LLC has been in business for over 15 years and has established a strong reputation for providing top-notch financial advice and services. Some key facts and insights about the firm and its operations include:
- Over $500 million in assets under management
- A team of 10 financial advisors
- Founded in 2005 with headquarters in New York City
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 15 years |
Financial Services Offered
MODERN CAPITAL ADVISORS, LLC offers a wide range of financial services to help clients navigate their financial journey. Some of the key services they provide include:
- Retirement planning
- Education planning for children
- Investment management
- Wealth preservation and protection
- Estate planning
- Tax planning
- Insurance solutions
Client Types
MODERN CAPITAL ADVISORS, LLC caters to a diverse group of clients with varying financial needs and goals. They work with:
- Individuals
- High-net-worth individuals
- Families
- Business owners
- Retirees
Fees & Compensation
MODERN CAPITAL ADVISORS, LLC operates on a fee-only basis, meaning they do not receive any commissions or compensation based on the products they recommend. This ensures that their advice is always in the best interest of their clients. Fees are based on a percentage of the assets under management and are transparently disclosed to clients.
Note: Fees and compensation may vary based on individual client agreements. It is always recommended to review and fully understand the fees before engaging with any financial advisor.
Background
The team at MODERN CAPITAL ADVISORS, LLC is highly qualified and experienced in the financial industry. Their expertise and dedication have helped them build a reputable and trustworthy firm that is committed to providing excellent service to their clients.
Financial Advisor Disclosures to Know
It is important to note that all financial advisors, including those at MODERN CAPITAL ADVISORS, LLC, are required to disclose any potential conflicts of interest to their clients. These disclosures may include:
- Any affiliations with financial institutions or product providers
- Any fees or commissions received for recommending certain products or services
- Any potential conflicts of interest that may arise from their recommendations
MODERN CAPITAL ADVISORS, LLC takes these disclosures very seriously and is committed to providing transparent and unbiased advice to their clients.