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
6101 Carnegie Blvd, Suite 220, Charlotte, NC, 28209
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Karl H GrafRegulatory 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
Graf Financial Advisors, LLC
State Registrations2 states
Exams
Additional Information
Karl is a Certified Public Accountant (CPA), Personal Financial Specialist (PFS) and holds the CERTIFIED FINANCIAL PLANNER™ certification with broad experience in financial counselling and wealth management services. He has been certified by various courts as a financial expert and has provided such testimony in court on several occasions. In addition, he has been published on various personal financial planning issues and has been a frequent speaker on financial planning issues. Karl has been interviewed on national and local television, including CNN’s “Your Money.”