Flat Fee Pricing
One flat fee includes financial planning, tax planning, and management of your investment accounts.
Unlimited access to me. We meet quarterly via Zoom or in-person, whichever is most convenient for you.
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$750 – $2500 per quarter
A complexity-based calculator is used to determine the advisory fee:
1% of household income
0.25% of household net worth
One year verbal commitment required
Have peace of mind knowing your money stays with an established institution you can trust:
TD Ameritrade, Inc. is the firm that I use to custody client assets. TD Ameritrade and Modern Wealth Builders, LLC are separate and unaffiliated firms and are not responsible for each other’s services or policies.
Effective June 14, 2019, the Massachusetts Securities Division has adopted amendments to the regulations regarding the disclosure obligations of investment advisers registered in Massachusetts.
The amendments include the requirement that all investment advisers registered in Massachusetts provide clients and prospective clients with a one-page, stand-alone Table of Fees for Services (“Fee Table”).
While the information included in MWB, LLC’s fee table is already primarily listed on this webpage, you can also access the PDF version of MWB, LLC Fee Table.
Click here to be taken to the Investment Adviser Public Disclosure website to access our most recent Form ADV.
Our most recent ADV is also available upon request and is always provided to prospective clients.