Modern Capital Concepts is a Benefit-Corporation. Its mission is to empower working families, professionals, retirees, non-profits and small businesses to build their wealth and pursue their goals through financial education and coaching. We strengthen our community by sponsoring financial clinics to low-income residents and donating a portion of profits to community organizations.
Clients pay for financial planning and investment advisory service through an asset-based fee, but hourly fees and quarterly fees are also possible. The range of annual costs to clients is typically $500 to $16,000. For asset-based fee clients, this is paid out of the value of holdings.
My costs are transparent to clients and I work with all clients to make sure their costs are appropriate for their current situation and long-term goals.