A complete list of active advisors currently associated with Modern Asset Management LLC
Warmer can help you find a great advisor at Modern Asset Management LLC or one who fits your needs even better.
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.
To learn more about the advisors currently working at Modern Asset Management LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Columbus, NE
| 11
| |
Columbus, NE
| 26
|
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