Modern Wealth LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Modern Wealth LLC provides investment management, financial planning, and business-advisory services to individuals and small- to mid-sized businesses, and also works with employer plan sponsors. The firm reports about $32.5 million in discretionary assets under management across roughly 85 client relationships and operates with two advisors.
Its investment approach is primarily passive, constructing diversified, low‑turnover portfolios using index mutual funds and ETFs, while also offering access to outside managers and model portfolios through platforms such as Altruist’s Model Marketplace. The firm supplements its passive framework with fundamental, technical, cyclical and charting analysis and uses third‑party managers and tax‑management tools when appropriate.
Notably, Modern Wealth’s client mix and AUM suggest it does not concentrate on a high‑net‑worth clientele in the way some supported peers do, instead emphasizing services for entrepreneurs, executives and business owners. The firm offers a broader advisory suite than is typical for a two‑advisor practice — including executive compensation analysis, comprehensive business advisory and employee benefit/retirement plan services — and relies on multiple digital custodial and model-platform relationships to deliver those services.
Client services
Expertise
Occupation focus
Fee options
Quick Start Financial Plan: $1,000 to $5,000 fixed fee, agreed prior to service; Financial Planning setup fees ranging from $1,000 to $3,000 depending on service; ongoing annual financial planning fees ranging from $5,000 to $50,000 depending on service type and complexity
$0 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.90% $2,000,001 - $3,000,000: 0.80% $3,000,001 - $4,000,000: 0.70% $4,000,001 - $5,000,000: 0.60% $5,000,001+: 0.50%
Ongoing annual financial planning fees: $5,000 to $10,000 for Financial Planning, $10,000 to $15,000 for Wealth Planning, and $15,000 to $50,000 for Wealth Planning and Business Advisory, payable monthly or quarterly installments
Account minimum: $1,000,000 (negotiable in some instances for Private Wealth Management)
Main office
Blue Bell PA
Advisors at this office
1
Most active in
Florida · Pennsylvania
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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
Quick links
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