Modern Dollar Planning, LLC
Assets Under Management
$122.0M
Number of Clients
137
Number of Advisors
2
Average Client AUM
$890K
AUM per Advisor
$61.0M
Compensation
Fixed/Hourly
About This Firm
Modern Dollar Planning provides customized financial planning and investment management services. Financial planning includes retirement, cash flow, tax, insurance, estate, and college savings. Investment management is based on Modern Portfolio Theory using low-cost ETFs. Clients have the opportunity to place reasonable restrictions on investments.
Fee Structure
Financial Planning:Included in AUM fee
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
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Location
1807 Park Avenue, St. Louis, MO, 63104
