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
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
Peak Financial Management INC
State Registrations2 states
Exams
Additional Information
Cory White is a Financial Advisor at Modera Wealth Management. He guides clients through the financial planning process by developing comprehensive financial plans designed to evolve in step with their important life events. In this role Cory works closely with Modera’s wealth managers and with clients’ other professional advisors (such as estate attorneys, accountants and insurance agents) to see that all facets of financial planning are in alignment.