Overview

Headquarters
Portland, OR
Total Firm Assets
$113 million
Average High-Net-Worth Client Portfolio Size
$2.8 million
Stated Minimum Account Size
$3,000,000

Fee Disclosure

Source: MODERNIST DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENTS (2026-08-19) · View brochure text

MinMaxDisclosed Annual Rate
$0 $20,000,000 0.60%
$20,000,001 $50,000,000 0.30%
$50,000,001 $100,000,000 0.25%
$100,000,001 and above 0.20%
Estimated Annual Advisory Fees
Portfolio ValueEstimated Annual FeeEffective Fee Rate
$1 million Below minimum client size
$5 million $30,000 0.60%
$10 million $60,000 0.60%
$50 million $210,000 0.42%
$100 million $335,000 0.34%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets
94.98%
Number of High-Net-Worth Clients
39
Total Client Accounts
264
Discretionary Accounts
264

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection

Regulatory Filings

SEC CRD Number
217511
  • MODERNIST DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENTS (2026-08-19) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

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