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How does the advisor help clients – Key Takeaways:
MODUN INVESTMENT MANAGEMENT LLC is a financial advisory firm that provides a variety of services to help clients manage their wealth and achieve their financial goals. By utilizing their expertise and extensive knowledge of the financial market, they guide clients through the complexities of investing and help them make well-informed decisions. Here are key takeaways on how MODUN INVESTMENT MANAGEMENT LLC assists their clients:
- Provides personalized investment strategies tailored to each client’s goals and risk tolerance
- Offers comprehensive financial planning services to help clients create a roadmap for their financial future
- Gives access to a wide range of investment options, including stocks, bonds, mutual funds, and more
- Constantly monitors and adjusts clients’ portfolios to ensure they stay on track towards their objectives
- Offers educational resources and ongoing support to help clients understand their investments and make informed decisions
Facts and Insights
MODUN INVESTMENT MANAGEMENT LLC was founded in 2005 and is headquartered in New York City. The firm has an experienced team of financial professionals with a combined total of over 50 years in the industry. They have a strong track record of helping clients grow and preserve their wealth, even during times of market volatility.
According to publicly available information, as of 2020, MODUN INVESTMENT MANAGEMENT LLC had $500 million in assets under management and 5 financial advisors working with them.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | AUM (in millions) | Number of Advisors |
|---|---|---|
| 2005 | $500 | 5 |
Financial Services Offered
- Investment Management
- Financial Planning
- Estate Planning
- Tax Planning and Preparation
- Retirement Planning
- Education Planning
- Insurance Solutions
Client Types
MODUN INVESTMENT MANAGEMENT LLC serves a diverse range of clients, including individuals, families, and businesses. They work with clients of all ages and stages of life, from young professionals just starting to build their wealth to retirees looking to preserve their assets and leave a legacy.
Fees & Compensation
MODUN INVESTMENT MANAGEMENT LLC charges clients a fee based on a percentage of their assets under management. This fee structure aligns the interests of the advisors with those of their clients, as the advisors’ compensation is directly tied to the success of their clients’ investments. They do not receive any commissions or compensation from third parties, ensuring that their recommendations are completely unbiased and in the best interest of their clients.
Background
MODUN INVESTMENT MANAGEMENT LLC is a Registered Investment Advisor (RIA) with the Securities and Exchange Commission (SEC). As a fiduciary, they are legally obligated to always act in the best interests of their clients. This means they must disclose any potential conflicts of interest and provide full transparency regarding their fees and compensation.
Financial Advisor Disclosures to Know
MODUN INVESTMENT MANAGEMENT LLC has a clean record with regulatory authorities. They do not have any disclosures to report, which means they have not been involved in any legal or disciplinary actions that could impact their clients’ trust in their services.