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
19 West 44th Street, Suite 1100, New York City, NY, 10036
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Michael David GibneyRegulatory 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
Raymond James Financial Services
State Registrations3 states
Exams
Additional Information
He is an active leader in his community and currently serves in a leadership role for the National Association of Personal Financial Advisors (NAPFA). He served as the Governance Chair for the NJ Metro Multiple Sclerosis Society Board of Trustees and remains an active member today. He served as 2010 Chairman of the New Jersey Financial Planning Association and 2011-2013 Chairman of the Board of Trustees for the NJ Metro Multiple Sclerosis Society.