MODUS ADVISORS, LLC
Firm details
- Headquarters
- EXCELSIOR, Minnesota
- CRD number
- 291204
- Registered since
- March 1, 2018
- Website
- www.modusadvisors.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI87.68%
- Individuals12.32%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Modus Advisors, LLC is an independent, SEC-registered RIA formed in 2018 and organized as an LLC under individual ownership. The firm serves both individuals/families and institutional clients and positions itself as a capital allocator that can select third‑party managers on clients’ behalf. Its advisory services include comprehensive financial planning, discretionary portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, and manager selection. Compensation is flexible: the firm charges asset‑based fees as well as hourly and fixed fees. Modus does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds58%
- Exchange Traded Equities31%
- Private Funds7%
- US Government Bonds3%
- Cash & Cash Equivalents1%
Owners & executives
1 of 1KARI HAANSTAD
Chief Investment OfficerCRD 6773934
Contacts
3 of 3PETER WEISS
MemberCRD 7878902
TAD WEISS
President and Certified Financial PlannerCRD 1408726
MARGARET SWANSON
Certified Financial PlannerCRD 6867550
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 51Active vs passive
$211M in ETFs
90%
$190M
10%
$20.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES GOLD TRUST (IAU) | BlackRock | Passive | Commodities Focused | $24.1M | 273,272 | 11.44% |
Location
EXCELSIOR, MN
HENNEPIN
Location
EXCELSIOR, MN
Headquartered in EXCELSIOR, MN, anchoring the Minneapolis-St. Paul, MN-WI metro in the Midwest.
- Metro area
- Minneapolis-St. Paul, MN-WI
- Region
- Midwest
- County
- HENNEPIN
- Address
- 23505 Smithtown Rd
- Time zone
- CT (UTC-6)
- Office locations
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