Modern Financial Wellness
Assets Under Management
$0
Number of Clients
Not reported
Number of Advisors
1
Average Client AUM
N/A
AUM per Advisor
$0
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Modern Financial Wellness, LLC is a fee-only investment advisor providing continuous advice regarding the investment of client funds based on individual needs. Services include investment management, financial planning (ongoing or project-based), and tax preparation assistance. They utilize fundamental, technical, and cyclical analysis, and may recommend outside managers.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| $0K - $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $1.5M | 1.00% |
| $1.5M - $2.0M | 0.75% |
| $2M+ | 0.65% |
In determining the advisory fee, we may allow accounts of members of the same household to be aggregated. At no point will the combined fee charged to the Client exceed 2% of assets under management.
Fee Estimator
Investment management fees are based on a percentage of assets under management, ranging from 0.65% to 1.50% annually, billed quarterly. Ongoing financial planning is a recurring fixed fee, ranging from $350 to $2,500 monthly. Project-based financial planning is either a fixed fee ($2,500 to $10,000) or an hourly rate ($350/hour). Tax preparation fees may be included in investment management or ongoing financial planning fees. There is no minimum account size requirement.
Areas of Practice
Location
36 Maplewood Ave., Portsmouth, NH, 03801