Modoo Strategy LLC offers investment management and financial planning services to individuals, high net-worth individuals, pension and profit-sharing plans, and corporations. Financial planning covers areas like business planning, cash flow, college savings, estate planning, insurance, investments, retirement, risk management, and tax strategies. Estate planning services are offered to assist with general information, gathering information for outside firms, and updating existing plans. Retirement plan consulting and management are also available for employer plan sponsors.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.00% |
| $100K - $500K | 0.95% |
| $500K - $1.0M | 0.80% |
| $1M+ | 0.70% |
Fee schedule applies to Retirement Plan Management services. The annual advisory fee is paid quarterly in arrears based on the value of Client’s account(s) as of the last day of the billing period. The advisory fee is a blended tier.