Modern Wealth Concepts LLC
Modern Wealth Concepts LLC (CRD# 154742) is a financial advisory firm headquartered in Elkins Park, PA. They manage $11,000,000 in 11 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management11MILLION
Total Number of Accounts11ACCOUNTS
Average Account Value$1,000,000
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
Keith Donnell (CRD# 1687099) is an Investment Advisor Representative working at Modern Wealth Concepts LLC in Jenkintown, PA and has over 29 years of experience in the finance industry. Keith Donnell has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.