Modern Asset Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$30,157,905
Clients
272
Advisors
2
of 2 employees
About
Modern Asset Management LLC provides investment supervisory services to individuals, high‑net‑worth clients, qualified retirement plans, charitable organizations and corporations. The firm also delivers 401(k) plan advisory and participant education, evaluates insurance and certain real estate partnership options, and provides periodic plan monitoring and investment policy review for pension clients.
The adviser implements a Modern Portfolio Theory, asset‑allocation approach, primarily using diversified, buy‑and‑hold portfolios composed largely of no‑load mutual funds—notably Dimensional Fund Advisors funds—and investment‑grade fixed income, managing accounts on a discretionary basis. Operational and execution support is provided through third‑party arrangements (including Wealth Management LLC for back‑office services and Charles Schwab as custodian), and the firm uses bundled third‑party plan administration for its retirement plan work.
Distinctive features include ownership and operational ties to a certified public accounting firm (Mueller & Honcik, P.C.), which provides shared office space and staff services for which the adviser is compensated, as well as principals’ minority ownership in a regional bank and an affiliation with a separate commodity trading entity (Samson, LLC), though the RIA does not promote outside commodity trading. The firm also operates with an unusually high client load for a solo adviser—roughly 270 accounts with about $30.3 million in discretionary AUM—and routinely serves corporate and pension clients in addition to individual investors.
Client services
Expertise
Fee options
$0 - $199,999: 1.85% $200,000 - $499,999: 1.25% $500,000 - $999,999: 1.00% $1,000,000 - $1,999,999: 0.90% $2,000,000 - $2,999,999: 0.80% $3,000,000 - $3,999,999: 0.70% $4,000,000 - $4,999,999: 0.60% $5,000,000+: 0.50%
Account minimum: $50,000
Main office
2204 14th Street, Po Box 1065
Columbus NE 68601
Advisors at this office
2
Most active in
Nebraska · Texas
Also doing business as
Jan Paul Schmeits · Jp Schmeits Pc · Modern Asset Management LLC · Mpt Modern Asset Management
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Jordan M
Series 65
Columbus, NE
Modern Asset Management LLC
Jordan Mueller is a financial advisor with Modern Asset Management LLC in Columbus, Nebraska, holding a Series 65 credential and 11 years of industry experience. He has been associated with Schmeits, Mueller & Martinsen P.C. since 2015 and Samson, LLC since 2010. Outside of advisory services, Mueller is involved in several non-investment businesses, including agricultural consulting, waste water hauling, hotel ownership, and tax and bookkeeping services through his role as President of Schmeits, Mueller & Martinsen, P.C. Modern Asset Management LLC provides investment supervisory services to individuals, high-net-worth clients, qualified retirement plans, charitable organizations, and corporations. The firm employs a Modern Portfolio Theory, asset-allocation approach using diversified, buy-and-hold portfolios primarily composed of no-load mutual funds and investment-grade fixed income, managing accounts on a discretionary basis.
Jan S
Series 65
Columbus, NE
Modern Asset Management LLC
Jan Schmeits is a financial advisor with Modern Asset Management LLC in Columbus, Nebraska, holding a Series 65 license and 26 years of industry experience. He is also president and shareholder of Schmeits, Mueller & Martinsen P.C., a certified public accounting firm specializing in tax planning, preparation, and consulting. Modern Asset Management LLC provides investment supervisory services to individuals, high-net-worth clients, qualified retirement plans, charitable organizations, and corporations. The firm employs a Modern Portfolio Theory, asset-allocation approach using diversified, buy-and-hold portfolios primarily composed of no-load mutual funds and investment-grade fixed income, managing accounts on a discretionary basis.
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