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
Bountiful, UT
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 →Other Business Activities
Brett owns rental properties since 2014. He dedicates minimal time to this activity, which is not investment-related.
Employment History
Current Registrations
Modera Wealth Management, LLC
Previous Registrations
Financial Insight Center
The Insight Group, INC.
State Registrations3 states
Exams
Additional Information
Brett earned a Bachelor of Science degree in Business Administration, a Bachelor of Arts degree in Accounting and a Master of Accounting with a dual emphasis in Financial Planning and Tax from Utah State University. He is a Certified Public Accountant (CPA) in the State of Utah and holds the CERTIFIED FINANCIAL PLANNER™ certification.