Facts and Insights
MODERN WEALTH BUILDERS, LLC is a financial firm dedicated to helping clients achieve their financial goals. With a team of experienced and knowledgeable advisors, the firm provides a wide range of financial services to various types of clients. Through its fee-based model, the firm maintains transparency in compensation and works to build strong relationships with its clients.
How does the advisor help clients – Key Takeaways:
MODERN WEALTH BUILDERS, LLC offers personalized financial planning services to help clients create a comprehensive plan for achieving their financial goals. This includes services such as investment management, retirement planning, tax planning, and estate planning. The firm works closely with each client to understand their unique financial situation and develop a customized plan to meet their needs.
The advisors at MODERN WEALTH BUILDERS, LLC also offer ongoing support and guidance to help clients stay on track with their financial plan and make any necessary adjustments along the way.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $50 million | 5 | 10 years |
Financial Services Offered
MODERN WEALTH BUILDERS, LLC offers a wide range of financial services to meet the diverse needs of its clients. This includes:
- Investment management
- Retirement planning
- Tax planning
- Estate planning
- Insurance planning
- Education planning
Client Types
MODERN WEALTH BUILDERS, LLC works with a variety of clients, including:
- Individuals
- Families
- Small business owners
- High-net-worth individuals
- Corporate executives
Fees & Compensation
MODERN WEALTH BUILDERS, LLC operates on a fee-based model, which means advisors are compensated based on a percentage of the assets under management. This model ensures that the advisors’ interests are aligned with those of the clients, as the more the clients’ assets grow, the more the advisors are compensated. This also promotes transparency, as clients know exactly how much they will be paying for the services they receive.
Background
MODERN WEALTH BUILDERS, LLC was founded in 2011 by a team of professionals with extensive experience in the financial industry. The firm is committed to providing unbiased and objective financial advice to its clients. The advisors at the firm are highly qualified and hold various credentials, including Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA) designations.
Financial Advisor Disclosures to Know
It’s important for clients to be aware of any potential conflicts of interest that may arise in the financial industry. MODERN WEALTH BUILDERS, LLC has a disclosure policy in place to ensure transparency and maintain the trust of its clients. This includes disclosing any potential conflicts of interest and providing full transparency in fees and compensation. The firm also abides by all industry regulations and laws, and regularly communicates any updates to clients.