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
56 Jefferson Avenue, Westwood, NJ, 07675
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Mindy Lynn Cleaveland NeiraRegulatory 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
Fidelity Personal and Workplace Advisors
Strategic Advisers LLC
Fidelity Brokerage Services LLCBroker
State Registrations1 state
Exams
Additional Information
Mindy received a B.A. in economics and psychology from the University of Maryland. She is a CERTIFIED FINANCIAL PLANNER® professional and a Chartered Special Needs Consultant®. She is NAPFA Diversity Equity and Inclusion (DEI) certified, a past co-chair of the NAPFA DEI Steering Committee and recipient of the NAPFA Inspiring Leader Award. She is also a member of the New Jersey Pride Chamber of Commerce, the Association of African American Financial Advisors, and volunteers with Advisers Give Back.