Modern Wealth Concepts LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
ModernWealthConcepts LLC provides financial planning, investment consulting, and investment advisory services to individuals and families. The firm serves a small client base (about 34 households) and reports managing approximately $46.2 million in discretionary assets, with an additional $2 million in assets under advisement.
The firm develops customized Investment Policy Statements and implements strategic asset allocation through three Master Portfolios made largely of exchange-traded funds and selected mutual funds, while offering the option of direct, laddered fixed-income holdings or target-date bond ETFs. Investment advisory services are generally provided on a discretionary basis, whereas financial planning and investment consulting engagements are non‑discretionary and include quarterly or as‑needed reviews.
Noteworthy features relative to peers include a formal education and training offering — classroom instruction, online seminars, workshops, and one‑on‑one counseling directed at workforce financial literacy — in addition to traditional advisory work. As a single‑advisor practice with relatively high assets per client, the firm emphasizes individualized portfolio construction (including a Master Portfolio that may employ alternative and sector‑specific strategies) and the ability to engage non‑affiliated third‑party managers.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.00% annually (100 basis points) $1,000,001 - $2,000,000: 0.80% annually (80 basis points) $2,000,001 - $3,000,000: 0.70% annually (70 basis points) $3,000,001+: 0.60% annually (60 basis points)
$200 per hour for Financial Planning Services; $300 per hour for Investment Consulting Services
Account minimum: $1,000 minimum annual charge Minimum fee: $1,000 minimum annual charge for Investment Advisory Services
Main office
261 Old York Rd, Suite 735
Jenkintown PA 19046
Advisors at this office
1
Most active in
Pennsylvania
Disclosures
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Business activities & affiliations
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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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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
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