Mindy Neira is a CFP-designated registered investment advisor at Modera Wealth Management, LLC, based in Westwood, NJ, with 14 years of industry experience. Mindy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, 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
Mindy Neira
Location
56 Jefferson Avenue, Westwood, NJ, 07675
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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
Fidelity Personal and Workplace Advisors
Strategic Advisers LLC
Fidelity Brokerage Services LLCBroker
State Registrations1 state
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
Mindy received a B.A. in economics and psychology from the University of Maryland. She is a CERTIFIED FINANCIAL PLANNER® professional and a Chartered Special Needs Consultant®. She is NAPFA Diversity Equity and Inclusion (DEI) certified, a past co-chair of the NAPFA DEI Steering Committee and recipient of the NAPFA Inspiring Leader Award. She is also a member of the New Jersey Pride Chamber of Commerce, the Association of African American Financial Advisors, and volunteers with Advisers Give Back.