Advisor at Modern Wealth Management, LLC
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Firm
Modern Wealth Management, LLC
Location
Kansas City, MO 64108
Credentials
Series 66
Industry experience
10 years
Jeffrey Ernest is a Series 66-licensed financial advisor with 10 years of industry experience. He is currently with Modern Wealth Management, LLC and has previously worked at Mutual Securities, Inc., National Planning Corporation, and Barber Financial Group. Modern Wealth Management provides investment advisory and integrated planning services to a diverse client base, including individuals, trusts, retirement plans, charitable organizations, and corporations. The firm employs a centralized portfolio management model supported by an Investment Committee and offers services ranging from discretionary investment management to tax and estate planning through affiliated entities.
Based on Modern Wealth Management, LLC
Based on Modern Wealth Management, LLC
Estate plan funding services fees range from $500 to $15,000; some planning services may be flat fees
$0 - $499,999: 1.50% $500,000 - $999,999: 1.25% $1,000,000 - $2,999,999: 1.00% $3,000,000 - $4,999,999: 0.75% $5,000,000 - $9,999,999: 0.65% $10,000,000+: 0.55%
Account minimum: $250,000 Fee-only: Financial planning fees range from $2,500 to $10,000 for standalone plans; modular planning fees offered; tax planning fees negotiated separately; estate planning fees may be flat fees or hourly with third parties
1712 Main Street, Suite 400
Kansas City, MO 64108
Kansas · Missouri
Modern Wealth Management, LLC
2023 - Present (3 years)
Mutual Securities, Inc.
2016 - Present (10 years)
National Planning Corporation
2015 - 2016 (1 year)
Barber Financial Group
2014 - Present (12 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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