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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Kelly Ann HenningRegulatory 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.
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Current Registrations
Modera Wealth Management, LLC
State Registrations1 state
Exams
Additional Information
Kelly earned a Bachelor’s Degree in Economics and Business from Lafayette College and was named a Marquis Scholar, the College’s highest academic honor. Kelly earned her Master of Science in Financial Services (MSFS) from the American College of Financial Services. She is a member of National Association of Personal Financial Advisors (NAPFA) and is a Certified Financial Planner™ professional. Kelly serves as a NAPFA peer reviewer for advisors and firms seeking to join the organization. Kelly is a past member of the NAPFA 2013 Philadelphia conference board.