Mark Willoughby is a CFA, CFP-designated registered investment advisor at Modera Wealth Management, LLC, based in Atlanta, GA, with 23 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Charitable Giving, Estate Planning, Financial Planning & Coaching, and 4 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.
Location
Glenridge Highlands One, 5555 Glenridge Connector, Suite 150, Atlanta, GA, 30342
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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 →Employment History
Current Registrations
Modera Wealth Management, LLC
Previous Registrations
Modera Wealth Management
Greenbaum and Orecchio, 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
A frequent speaker on financial planning and investment management topics, Mark has presented at the New School for Social Research in New York City and at regional financial advisor conferences, including NAPFA seminars in Atlanta, GA, Columbia, SC, and Orlando, FL. With fellow principal Tom Orecchio, he was invited by Fi360 to present a webinar on the use of alternative investments to over 300 professionals in the industry. Mark’s quotes on financial industry trends have been featured in various print media including The Wall Street Journal, Wealth Manager Magazine, CFA® Magazine, The Newark Star-Ledger, Financial Planning Magazine and Dow Jones Newswire.