Modoo Strategy LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
Occupation focus
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
185 Great Neck Road, Unit #400 L
Great Neck NY 11021
Advisors at this office
1
Most active in
New Jersey · New York
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
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