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
535 Boylston Street, Suite 300, Boston, MA, 02116
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George Thomas PadulaRegulatory 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 →Other Business ActivitiesSells Insurance
George volunteers with Dana-Farber Financial Education and Planning, providing pro bono financial education and planning to patients and their families. He spends minimal time on this non-investment related activity.
Employment History
Current Registrations
Modera Wealth Management, LLC
Previous Registrations
Back Bay Financial Group, INC.
The Danforth Associates, INC
State Registrations2 states
Exams
Additional Information
George’s professional affiliations include the Financial Planning Association (FPA), National Association of Personal Financial Advisors (NAPFA), the Boston Security Analysts Society, the Boston Estate Planning Council and CFA® Institute. George has been a featured speaker at seminars and conferences on a variety of investment topics and has been quoted in several national and local publications including: New York Times, Financial Times, Bloomberg Markets, Journal of Financial Planning, Reuters, and The Boston Globe Magazine.