Brett Caldwell is a CFP-designated registered investment advisor at Modera Wealth Management, LLC, based in Bountiful, UT, with 11 years of industry experience. Brett operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 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
Bountiful, UT
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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
Brett owns rental properties since 2014. He dedicates minimal time to this activity, which is not investment-related.
Employment History
Current Registrations
Modera Wealth Management, LLC
Previous Registrations
Financial Insight Center
The Insight Group, INC.
State Registrations3 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
Brett earned a Bachelor of Science degree in Business Administration, a Bachelor of Arts degree in Accounting and a Master of Accounting with a dual emphasis in Financial Planning and Tax from Utah State University. He is a Certified Public Accountant (CPA) in the State of Utah and holds the CERTIFIED FINANCIAL PLANNER™ certification.