George Padula is a CFA, CFP-designated registered investment advisor at Modera Wealth Management, LLC, based in Boston, MA, with 27 years of industry experience. George operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Estate Planning, and 6 more. Their firm serves 6,106 clients with $16B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Modera Wealth Management offers wealth management and portfolio management services. You'll pay an annual fee based on the value of the assets they manage.
The annual fee ranges from 0.15% to 1.00% for wealth management and 0.10% to 0.80% for portfolio management. The minimum quarterly fee is generally between $2,500 and $5,000 for wealth management and between $2,000 and $4,000 for portfolio management. These minimums can cause smaller accounts to pay higher percentage fees.
Contact
George Padula
Location
535 Boylston Street, Suite 300, Boston, MA, 02116
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
George volunteers with Dana-Farber Financial Education and Planning, providing pro bono financial education and planning to patients and their families. He spends minimal time on this non-investment related activity.
Employment History
Current Registrations
Modera Wealth Management, LLC
Previous Registrations
Back Bay Financial Group, INC.
The Danforth Associates, INC
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
Additional Information
George’s professional affiliations include the Financial Planning Association (FPA), National Association of Personal Financial Advisors (NAPFA), the Boston Security Analysts Society, the Boston Estate Planning Council and CFA® Institute. George has been a featured speaker at seminars and conferences on a variety of investment topics and has been quoted in several national and local publications including: New York Times, Financial Times, Bloomberg Markets, Journal of Financial Planning, Reuters, and The Boston Globe Magazine.