Modern Wealth Concepts LLC

Modern Wealth Concepts LLC (CRD# 154742) is a financial advisory firm headquartered in Jenkintown, PA. They manage $6,000,000 in 13 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    6
    MILLION
  • Total Number of Accounts
    13
    ACCOUNTS
  • Average Account Value
    $461,538
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • 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)
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

PA

Financial Advisors at Modern Wealth Concepts LLC
Showing 1 - 1 of 1 top financial advisors.
1
Keith M. Donnell
CRD#: 1687099
413 Johnson Street, The Archways Suite, Jenkintown, PA 19046
86
Wealthminder
score

Keith Donnell (CRD# 1687099) is an Investment Advisor Representative working at Modern Wealth Concepts LLC in Jenkintown, PA and has over 30 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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.