RD
CFP

Ronie (none) Drori

35 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
20 advisors
Number of Clients
1,561 clients
Average Client Portfolio
$183K average
Assets Under Management
$285.4M

Fee Structure

Minimum Investment:$5K
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $250K2.00%
$250K - $500K1.75%
$500K - $1.0M1.50%
$1M+1.25%

Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Hourly Rate:$250 - $750/hr

Financial planning fees range from $250 to $750 per hour and are negotiable. Asset management fees are billed monthly, quarterly, or annually, based on asset value. The standard fee schedule is up to 2.0% on accounts up to $250,000, up to 1.75% on accounts over $250,000 and up to $500,000, up to 1.5% on accounts over $500,000 and up to $1,000,000, and up to 1.25% on accounts above $1,000,000. Retirement plan consulting fees vary, typically $500 to $1,000 per month. MCA may receive a portion of fees from third-party money manager referrals.

Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
Loading...

Advisor Information

Office location

Rocklin, CA

Get directions
Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
June 1992
Settled
Employment History
Current Registrations
Modern Capital Advisors, LLC
January 2022 - Present · 4 yrs
Modern Capital Securities INC.
September 2004 - Present · 21 yrs 4 mos
Modern Capital Securities INC.Broker
September 2004 - Present · 21 yrs 4 mos
Previous Registrations
Modern Capital Advisors, LLC
September 2020 - December 2021 · 1 yr 3 mos
Western Equity Group, INC.
September 2015 - May 2019 · 3 yrs 8 mos
Sentra Securities CorporationBroker
November 1998 - September 2004 · 5 yrs 10 mos
United Pacific Securities, INC.Broker
May 1997 - November 1998 · 1 yr 6 mos
Laguna Securities, INC.Broker
April 1996 - April 1997 · 1 yr
Sunamerica Securities, INC.Broker
March 1996 - April 1996 · 1 mo
Laguna Securities, INC.Broker
August 1995 - February 1996 · 6 mos
Wealth Resource Capital CorporationBroker
March 1991 - August 1995 · 4 yrs 5 mos
United Pacific Securities, INC.Broker
May 1990 - March 1991 · 10 mos
State Registrations13 states
CACOFLINMSNCNVNYORPATNTXWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.