Andrea Alley is a CFP-designated registered investment advisor at Modern Wealth Management, LLC, based in Mesa, AZ, with 13 years of industry experience. Andrea operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 6,716 clients with $6.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1000K | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.55% |
Fees are negotiable.
Fee Estimator
Location
1138 N Alma School Rd, Suite 201, Mesa, AZ, 85201
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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 Activities
Andrea is a financial planning specialist and owner of Public Safety Financial since 2011, which owns Galloway Asset Management. She dedicates minimal time to this activity.
Employment History
Current Registrations
Modern Wealth Management, LLC
Public Safety Financial/galloway
Previous Registrations
Public Safety Financial/galloway
State Registrations1 state
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