Modoo Strategy LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
Modoo Strategy LLC primarily works with employer-sponsored retirement plans, pooled or institutional accounts, and business clients, providing investment management, retirement plan consulting and management, and comprehensive financial planning services. The firm also offers project-based planning, estate-planning coordination, tax-preparation coordination, and educational seminars or speaking engagements for groups.
The firm’s investment approach centers on asset allocation and a blend of passive and active strategies informed by modern portfolio theory, and it commonly manages plan assets on a discretionary basis. It delivers both ongoing advisory relationships and limited-scope engagements, and it accepts hourly and fixed-fee arrangements for certain project work.
Noteworthy for a small, single-advisor firm, Modoo Strategy emphasizes pension consulting and can serve as an ERISA investment-manager for plan sponsors — services that are relatively uncommon among peers. The principal maintains an active clinical practice and holds a student‑loan planning credential, which contributes specialized expertise and informs the firm’s educational programming and client service offerings.
Client services
Financial planning
Portfolio management
Pension consulting
Educational seminars or workshops
Tax preparation assistance
Expertise
College savings (529s, UTMA, etc.)
Student loan debt
General retirement planning
Tax-loss harvesting
Cash flow / budgeting
Occupation focus
Doctor or Medical Professional
Fee options
Project-based financial planning fixed fees range from $350 to $30,000; estate planning fees up to $3,000; educational seminars fees range from $0 to $10,000 per seminar
$0 - $1,000,000: 1.00% $1,000,001 - $2,500,000: 0.80% $2,500,001 - $5,000,000: 0.65% $5,000,001+: 0.50%
$350 per hour for project-based financial planning
Recurring annual fixed fee for ongoing financial planning services ranges from $1,400 to $30,000, paid quarterly in arrears ($350 to $7,500 per quarter); retirement plan consulting fees up to $10,000 annually, paid quarterly
Minimum fee: Initial fee up to $3,000 for ongoing financial planning; initial fee up to $2,500 for retirement plan management; initial fee up to $5,000 for retirement plan consulting; initial fee portion up to $650 for estate planning; fees are negotiable and may be waived or reduced Fee-only: Fee-only firm; no commissions or sales-related compensation received
Main office location
Modoo Strategy LLC
185 Great Neck Road, Unit #400 L
Great Neck NY 11021, United States
Number of offices
1
Most active in
Modoo Strategy LLC has reported serving >5 clients in these states in the last 12 months.
New Jersey · New York
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
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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