Modern Capital Concepts is a Benefit-Corporation. Its mission is to empower working families, professionals, retirees and small business owners to help build their wealth and pursue their life 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 or commission, but hourly fees are also possible. The range of annual costs to clients is $500 to $8,000 annually For asset-based fee or commission clients, this is paid out of the value of your 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.