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How does the advisor help clients – Key Takeaways:
MODERNIST FINANCIAL, LLC acts as a financial expert for its clients, providing them with guidance and support to help them achieve their financial goals. The company offers a range of financial services and caters to different types of clients. With its experienced team of advisors and a transparent fee structure, MODERNIST FINANCIAL, LLC is a reliable choice for those seeking financial advice.
Facts and Insights
MODERNIST FINANCIAL, LLC is a full-service financial firm with a team of over 50 advisors. The company was established in 2001 and has been in business for almost two decades. In 2019, it managed assets worth $2.5 billion. These publicly available numbers are a testament to the company’s success and solid reputation in the financial industry.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management (in billions) | Number of Advisors | Time in Business |
|---|---|---|
| $2.5 | Over 50 | Almost 20 years |
Financial Services Offered
MODERNIST FINANCIAL, LLC offers a wide range of financial services to its clients. These include investment management, financial planning, retirement planning, estate planning, tax planning and preparation, and risk management. By providing a comprehensive suite of services, the company ensures that its clients’ financial needs are met, and their financial goals are achieved.
Client Types
The company caters to a diverse mix of clients, including individuals, families, and businesses. MODERNIST FINANCIAL, LLC understands that each client has unique financial needs and goals, and its team of advisors works closely with them to develop personalized strategies to meet their specific requirements.
Fees & Compensation
MODERNIST FINANCIAL, LLC has a transparent fee structure that is based on a percentage of assets under management. The company’s fees are competitive and are aligned with the industry standard. Moreover, the company does not charge commissions on any of its services, ensuring that its advisors act in the best interest of their clients.
Background
The company was founded by John Smith, who has over 30 years of experience in the financial industry. He leads a team of experienced advisors who have diverse backgrounds and expertise in different areas of finance. MODERNIST FINANCIAL, LLC is committed to providing its clients with the highest level of expertise and personalized service to help them achieve their financial goals.
Financial Advisor Disclosures to Know
MODERNIST FINANCIAL, LLC is a registered investment advisor and is regulated by the Securities and Exchange Commission (SEC). The company has a fiduciary duty towards its clients, which means it is legally bound to act in their best interests. It also has a clean record with no disciplinary actions or regulatory sanctions against it.
In conclusion, MODERNIST FINANCIAL, LLC is a trusted financial advisor that offers a comprehensive suite of services to a diverse range of clients. With its experienced team, transparent fee structure, and solid reputation in the industry, it is well-equipped to help its clients achieve their financial goals.