Modern Assets, LLC

Overview

Modern Assets, LLC is a small, independent registered investment adviser organized as a limited liability company that serves individual and family clients. The firm combines portfolio management and financial planning with educational seminars and workshops, positioning itself as a hands‑on adviser for clients who want both investment management and planning advice. Its stated fee structure includes a percentage of assets under management as well as hourly and fixed fees, which supports work ranging from ongoing portfolio oversight to project‑based planning. Investment activity is concentrated in publicly traded equities and exchange‑traded products, and the firm identifies as an active ESG investor, which suggests screening or preference for sustainable strategies when building equity allocations. While equities dominate the portfolio mix, Modern Assets supplements exposure with mutual funds and targeted alternative allocations in commodities and oil & gas. The firm is not structured as a multi‑state adviser and is owned by an individual, which aligns with its boutique scale and client focus.

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Location & Offices