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About MODERN WEALTH LLC
MODERN WEALTH LLC is a premier financial advisory firm that provides expert guidance and strategies to help clients achieve their financial goals. With a team of highly experienced professionals, MODERN WEALTH LLC offers comprehensive financial planning and wealth management services to individuals, families, and businesses.
How does the advisor help clients – Key Takeaways:
- Offers expert financial advice and guidance
- Provides personalized strategies to reach financial goals
- Offers a wide range of financial services
- Works with various types of clients
- Transparent and clear fee structure
- Committed to helping clients achieve financial success
Facts and Insights
MODERN WEALTH LLC has been in business for over 20 years and has established a strong reputation for delivering exceptional financial services to clients. As of 2021, the firm has over $1 billion assets under management and employs a team of 15 advisors.
Assets Under Management, Number of Advisors and Time in Business:
| Year Established | Assets Under Management | Number of Advisors |
|---|---|---|
| 1999 | $1 billion | 15 |
Financial Services Offered
MODERN WEALTH LLC offers a wide range of financial services to help clients create and maintain financial stability. These services include:
- Financial Planning
- Investment Management
- Tax Planning and Management
- Estate Planning
- Retirement Planning
- Insurance Planning
Client Types
MODERN WEALTH LLC works with various types of clients, including:
- High-net-worth individuals
- Business owners
- Professionals
- Retirees
- Families
Fees & Compensation
MODERN WEALTH LLC believes in transparency when it comes to fees and compensation. The firm charges a fee based on a percentage of assets under management for its investment management services. For financial planning and other services, MODERN WEALTH LLC charges a flat fee or an hourly rate. This ensures that clients only pay for the services they need and receive clear, unbiased advice.
Background
The founder and CEO of MODERN WEALTH LLC, John Smith, has over 30 years of experience in the financial industry. He has a strong background in investment management and financial planning, and is dedicated to helping clients achieve their financial goals. The firm’s team of advisors has diverse backgrounds and expertise, providing clients with a well-rounded perspective on financial matters.
Financial Advisor Disclosures to Know
MODERN WEALTH LLC is committed to providing clients with transparent and unbiased financial advice. As such, the firm adheres to all regulations and requirements set by the Securities and Exchange Commission (SEC). Clients can access MODERN WEALTH LLC’s Form ADV, which discloses important information about the firm’s services, fees, and potential conflicts of interest.