Firm Information
Compensation
Fee-Only (AUM)Fixed/HourlyFirm Size
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Modera's fees are based on assets under management, hourly rates, or fixed fees. Wealth management fees range from 0.15% to 1.00%, and portfolio management fees range from 0.10% to 0.80%. Minimum quarterly fees apply: $2,500-$5,000 for wealth management and $2,000-$4,000 for portfolio management. Stand-alone financial planning fees range from $2,000 and up. Tax preparation fees range from $600-$1,500. Investment monitoring fees range from $5,000 to $50,000 per year.
Areas of Practice
Advisor Information
Office location
56 Jefferson Avenue, Westwood, NJ, 07675
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Peter James MckennaRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Modera Wealth Management, LLC
Previous Registrations
Highland Financial Advisors, LLC
State Registrations2 states
Exams
Additional Information
He earned a Master of Business Administration degree with a concentration in Finance from Baruch College of The City University of New York, a Bachelor of Science degree in Public Accounting from the State University of New York, College at Oswego, and a Certificate in Financial Planning from the New York University School of Continuing and Professional Studies. As a Certified Financial PlannerTM professional, Pete has been quoted in local and national media in the areas of personal finance and education planning. His media credits include CNBC digital, the Newark Star-Ledger and NJ MoneyHelp.com.