John Foote
Advisor at Modoo Strategy LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Modoo Strategy LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Great Neck, NY 11021
Credentials
Series 65
Industry experience
2 years
John Foote is the principal advisor at Modoo Strategy LLC and holds a Series 65 designation with two years of industry experience. In addition to his financial advisory role, he is the managing member and anesthesiologist at LIC Anesthesia, PLLC. His prior experience includes positions at several hospitals and medical institutions. Modoo Strategy LLC provides investment management, financial planning, retirement plan consulting, and educational seminars to individuals, high-net-worth clients, employer-sponsored plans, and businesses. The firm combines ongoing financial planning with discretionary investment management using asset-allocation principles and a mix of passive and active strategies tailored to client goals, risk tolerance, and tax considerations.
Based on Modoo Strategy LLC
Based on Modoo Strategy LLC
Project-based financial planning fixed fees range from $350 to $30,000; estate planning fees up to $3,000; educational seminars fees range from $0 to $10,000 per seminar
$0 - $1,000,000: 1.00% $1,000,001 - $2,500,000: 0.80% $2,500,001 - $5,000,000: 0.65% $5,000,001+: 0.50%
$350 per hour for project-based financial planning
Recurring annual fixed fee for ongoing financial planning services ranges from $1,400 to $30,000, paid quarterly in arrears ($350 to $7,500 per quarter); retirement plan consulting fees up to $10,000 annually, paid quarterly
Minimum fee: Initial fee up to $3,000 for ongoing financial planning; initial fee up to $2,500 for retirement plan management; initial fee up to $5,000 for retirement plan consulting; initial fee portion up to $650 for estate planning; fees are negotiable and may be waived or reduced Fee-only: Fee-only firm; no commissions or sales-related compensation received
185 Great Neck Road, Unit #400 L
Great Neck, NY 11021
New Jersey · New York
Modoo Strategy LLC
2023 - Present (3 years)
LIC Anesthesia, PLLC
2022 - Present (4 years)
Mount Sinai South Nassau Hospital
2022 - 2022 (1 year)
VA Hospital Northport
2021 - 2022 (1 year)
NYU Langone Hospital
2020 - 2021 (1 year)
Mount Sinai Hospital
2016 - 2020 (4 years)
Tufts University School of Medicine
2013 - 2016 (3 years)
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Accountant / CPA / tax prep
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Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
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