Modera Wealth Management, LLC
Assets Under Management
$15.5B
Number of Clients
6,106
Number of Advisors
106
Average Client AUM
$2.5M
AUM per Advisor
$146.3M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Modera Wealth Management offers wealth management, portfolio management, investment consulting, retirement plan consulting, and financial planning services. They are a fee-only advisor, deriving compensation solely from clients. They allocate assets among mutual funds, ETFs, individual debt securities, and individual stocks, and may recommend private placements to accredited investors.
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
Location
56 Jefferson Avenue, Westwood, NJ, 07675
