Modern Wealth Concepts LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$46,200,000
Clients
34
100% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
34
TypicalAverage account size
$1,358,824
About
ModernWealthConcepts LLC provides financial planning, investment consulting, and investment advisory services to individuals and families. The firm serves a small client base (about 34 households) and reports managing approximately $46.2 million in discretionary assets, with an additional $2 million in assets under advisement.
The firm develops customized Investment Policy Statements and implements strategic asset allocation through three Master Portfolios made largely of exchange-traded funds and selected mutual funds, while offering the option of direct, laddered fixed-income holdings or target-date bond ETFs. Investment advisory services are generally provided on a discretionary basis, whereas financial planning and investment consulting engagements are non‑discretionary and include quarterly or as‑needed reviews.
Noteworthy features relative to peers include a formal education and training offering — classroom instruction, online seminars, workshops, and one‑on‑one counseling directed at workforce financial literacy — in addition to traditional advisory work. As a single‑advisor practice with relatively high assets per client, the firm emphasizes individualized portfolio construction (including a Master Portfolio that may employ alternative and sector‑specific strategies) and the ability to engage non‑affiliated third‑party managers.
Client services
Financial planning
Portfolio management
Selection of other advisers
Educational seminars or workshops
Expertise
Wealth management
Active portfolio management
Passive / index investing
Private / alternative investments
Fee options
$0 - $1,000,000: 1.00% annually (100 basis points) $1,000,001 - $2,000,000: 0.80% annually (80 basis points) $2,000,001 - $3,000,000: 0.70% annually (70 basis points) $3,000,001+: 0.60% annually (60 basis points)
$200 per hour for Financial Planning Services; $300 per hour for Investment Consulting Services
Account minimum: $1,000 minimum annual charge Minimum fee: $1,000 minimum annual charge for Investment Advisory Services
Main office location
Modern Wealth Concepts LLC
261 Old York Rd, Suite 735
Jenkintown PA 19046, United States
Number of offices
1
Most active in
Modern Wealth Concepts LLC has reported serving >5 clients in these states in the last 12 months.
Pennsylvania
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
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.
-
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.
-
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
Quick links
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")