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Modern Assets, LLC

Updated today

Client AUM

$7,574,025

Clients

25

Advisors

1

of 1 employees

About

Modern Assets, LLC (doing business as Mothered) is a state-registered independent advisory firm that manages roughly $7.6 million for about 25 clients. The firm provides comprehensive wealth management — ongoing financial planning and discretionary portfolio management — as well as project-based planning for individuals, families, trusts, estates, and small businesses, and it also offers educational seminars and speaking engagements to groups.

The firm follows a “plan first” investment philosophy: portfolios are built to support client goals and are implemented with predominantly passive, tax-aware, rules-based strategies to limit emotion-driven trading. Where appropriate, Mothered applies bounded, valuation-driven tactical tilts and offers values-aligned solutions, including direct-indexing and impact-focused allocations, implemented through third‑party partnerships and sub-advisers.

Noteworthy distinctions for a firm of this size include a formal program of educational seminars and paid or pro‑bono speaking engagements — a service relatively uncommon among peers — and an emphasis on values-aligned direct-indexing and philanthropy integration. As a solo-advisor practice the firm discloses outside employment of its principal in a technology role and limits proxy voting to its direct-indexed values-aligned accounts, governance and service features that may differ from many peers.

Client services

Financial planning Portfolio management Educational seminars or workshops

Expertise

Tax-loss harvesting Charitable giving & philanthropy Business ownership considerations

Occupation focus

Founder/Business Owner

Demographic focus

Values-based investing

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Fee options

Fixed

Onboarding fee of $2,500 one-time for Full Package; seminar fees range from free to $1,000; speaking engagements fees range from free to $1,000 plus travel expenses

Percentage

$0 - $1,500,000: 1.0% $1,500,001 - $5,000,000: 0.5% $5,000,001+: 0.3%

Subscriptions

Ongoing comprehensive financial planning via monthly/quarterly retainer combined with percentage AUM fees; fees paid quarterly in arrears

Other

Account minimum: $250,000 Minimum fee: $10,000 annual minimum fee for Full Package service Fee-only: Project-based financial planning fixed fee ranging from $5,000 to $10,000, negotiable

Main office

Hawthorne CA

Advisors at this office

1

Most active in

California

Also doing business as

Modern Assets, LLC · Mothered · Thomasson, Marie Elizabeth

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

Marie T

CFP®

Hawthorne, CA

Modern Assets, LLC

I'm Marie Thomasson, CFP®, and I built Mothered to offer financial planning for women so that money supports your human experience instead of dictating it. My clients carry a lot of labels: wife, divorcee, widow, mother, daughter, or single. At Mothered, you’re more than any of them. Whether you’re planning for the next three generations or “just” yourself, we support your needs and desires fully, without judgment, and with the care you deserve. You’ve carried the weight financially and emotionally, whether you’re in the midst of figuring out the moving parts or in a place to stop and get organized. Let Mothered share the load by caring for your finances like a mother would. Mothered keeps a small client load to give each person depth of care and attention. My job is to collaborate with you to build a framework that nurtures your financial empowerment so that your will outshines the pull of fear. My clients often bring me problems that aren’t financial, and I organize a financial gameplan to dispel the fear at the root of the issue. Mothered’s services transmute your emotional responses to money so you can use it as the tool for the life you want: a life of art and culture, hotels with robes, travel, and care for your loved ones and community. Money gets to be a resource for connection and expression as well as freedom from want and security from fear. Wild, worldly matriarchs and childless cat ladies, please apply.

Inherited wealth Founder/Business Owner Intergenerational Families Gen X (Born 1965-1980)
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