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
Glenridge Highlands One, 5555 Glenridge Connector, Suite 150, Atlanta, GA, 30342
Get directionsRegulatory 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
Modera Wealth Management
Greenbaum and Orecchio, INC
State Registrations2 states
Exams
Additional Information
A frequent speaker on financial planning and investment management topics, Mark has presented at the New School for Social Research in New York City and at regional financial advisor conferences, including NAPFA seminars in Atlanta, GA, Columbia, SC, and Orlando, FL. With fellow principal Tom Orecchio, he was invited by Fi360 to present a webinar on the use of alternative investments to over 300 professionals in the industry. Mark’s quotes on financial industry trends have been featured in various print media including The Wall Street Journal, Wealth Manager Magazine, CFA® Magazine, The Newark Star-Ledger, Financial Planning Magazine and Dow Jones Newswire.