Advisor at Modern Wealth Management, LLC
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Firm
Modern Wealth Management, LLC
Location
Boise, ID 83702
Credentials
Series 65
Industry experience
2 years
Trevor Klugh is a financial advisor at Modern Wealth Management, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at Petso Financial Consultants LLC, Clearwater Analytics, and Gesa Credit Union, among other organizations. Modern Wealth Management provides investment advisory and integrated planning services to a diverse client base, including individuals, trusts, pension and retirement plans, and corporations. The firm employs a centralized portfolio management model supported by an Investment Committee and offers a broad range of services such as discretionary investment management, tax and estate planning, and ERISA plan services.
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
1405 W Main Street
Boise, ID 83702
Idaho · Texas
Modern Wealth Management, LLC
2024 - Present (2 years)
Petso Financial Consultants LLC
2024 - 2024 (1 year)
Clearwater Analytics
2023 - 2024 (1 year)
Research and Business Development Center
2023 - 2023 (1 year)
Gesa Credit Union
2021 - 2022 (1 year)
Aptive Environmental
2021 - 2021 (1 year)
Ardent
2021 - 2021 (1 year)
Whitby Farms
2020 - 2020 (1 year)
Murifield Village Golf Club
2019 - 2019 (1 year)
Murifield Village Golf Club
2018 - 2019 (1 year)
Brigham Young University - Idaho
2018 - 2023 (5 years)
Murifield Village Golf Club
2016 - 2018 (2 years)
Der Dutchman
2015 - 2016 (1 year)
Jonathan Alder High School
2011 - 2016 (5 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.
Verified by Warmer
Series 65
Boise, ID
XYPN Invest
Focused on creating an organization that could provide comprehensive and integrated investment management, financial, tax and estate planning, and business advisory services. Today, Hoeven Wealth has a comprehensive network of partners to ensure continuity and consistency across your financial life. Though originally from the Netherlands, Brennain is nearly a lifelong native of the Northwest. He completed his undergraduate degrees in Accounting and Business Administration at University of Washington and postgraduate in Financial Strategy at University of Oxford, graduating with Distinction.
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