Modern Asset Management LLC

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Client assets under management

$30,157,905

Clients

272

0% high-net worth

Advisors

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

136

Very High

Average account size

$110,875

About

Modern Asset Management LLC provides investment supervisory services to individuals, high‑net‑worth clients, qualified retirement plans, charitable organizations and corporations. The firm also delivers 401(k) plan advisory and participant education, evaluates insurance and certain real estate partnership options, and provides periodic plan monitoring and investment policy review for pension clients.

The adviser implements a Modern Portfolio Theory, asset‑allocation approach, primarily using diversified, buy‑and‑hold portfolios composed largely of no‑load mutual funds—notably Dimensional Fund Advisors funds—and investment‑grade fixed income, managing accounts on a discretionary basis. Operational and execution support is provided through third‑party arrangements (including Wealth Management LLC for back‑office services and Charles Schwab as custodian), and the firm uses bundled third‑party plan administration for its retirement plan work.

Distinctive features include ownership and operational ties to a certified public accounting firm (Mueller & Honcik, P.C.), which provides shared office space and staff services for which the adviser is compensated, as well as principals’ minority ownership in a regional bank and an affiliation with a separate commodity trading entity (Samson, LLC), though the RIA does not promote outside commodity trading. The firm also operates with an unusually high client load for a solo adviser—roughly 270 accounts with about $30.3 million in discretionary AUM—and routinely serves corporate and pension clients in addition to individual investors.

Client services

Portfolio management Pension consulting Selection of other advisers

Expertise

Passive / index investing Retirement plans for business owners (SEP, solo 401k)

Fee options

Percentage

$0 - $199,999: 1.85% $200,000 - $499,999: 1.25% $500,000 - $999,999: 1.00% $1,000,000 - $1,999,999: 0.90% $2,000,000 - $2,999,999: 0.80% $3,000,000 - $3,999,999: 0.70% $4,000,000 - $4,999,999: 0.60% $5,000,000+: 0.50%

Other

Account minimum: $50,000

Main office location

Modern Asset Management LLC

1365 24 Th Avenue, Suite 100

Columbus NE 68601-1065, United States

Number of offices

Most active in

Nebraska · Texas

Disclosures

Business activities & affiliations

Is 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.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

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.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Website 402-563-3538

Advisors at this firm

Jordan M

Series 65

Columbus, NE

Modern Asset Management LLC

Jordan Mueller is a financial advisor with Modern Asset Management LLC in Columbus, Nebraska, holding a Series 65 credential and 11 years of industry experience. He has been associated with Schmeits, Mueller & Martinsen P.C. since 2015 and Samson, LLC since 2010. Outside of advisory services, Mueller is involved in several non-investment businesses, including agricultural consulting, waste water hauling, hotel ownership, and tax and bookkeeping services through his role as President of Schmeits, Mueller & Martinsen, P.C. Modern Asset Management LLC provides investment supervisory services to individuals, high-net-worth clients, qualified retirement plans, charitable organizations, and corporations. The firm employs a Modern Portfolio Theory, asset-allocation approach using diversified, buy-and-hold portfolios primarily composed of no-load mutual funds and investment-grade fixed income, managing accounts on a discretionary basis.

Passive / index investing Retirement plans for business owners (SEP, solo 401k)

Jan S

Series 65

Columbus, NE

Modern Asset Management LLC

Jan Schmeits is a financial advisor with Modern Asset Management LLC in Columbus, Nebraska, holding a Series 65 license and 26 years of industry experience. He is also president and shareholder of Schmeits, Mueller & Martinsen P.C., a certified public accounting firm specializing in tax planning, preparation, and consulting. Modern Asset Management LLC provides investment supervisory services to individuals, high-net-worth clients, qualified retirement plans, charitable organizations, and corporations. The firm employs a Modern Portfolio Theory, asset-allocation approach using diversified, buy-and-hold portfolios primarily composed of no-load mutual funds and investment-grade fixed income, managing accounts on a discretionary basis.

Passive / index investing Retirement plans for business owners (SEP, solo 401k)

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