Modern Assets helps progressives align their wealth with their deepest values. With impactful investing, straightforward fiduciary guidance, and a transparent, empathetic approach, we ensure your wealth mirrors your beliefs.
We offer personalized fee-only financial planning and investment management services that empower you to navigate the complexities of wealth while making a positive impact on the world.
Our commitment to an inclusive, holistic approach ensures stewardship that goes beyond the numbers. We ensure your finances echo your values, not just trends.
Join us on a financial journey of purpose and passion, where your money does good and feels right, always.
Additional Disclosures:
Marie Thomasson (CRD# 6724246) is an Investment Advisor Representative working at Modern Assets, LLC in Los Angeles, CA and has over 13 years of experience in the finance industry.
Marie Thomasson 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 putclients' interests first and comply with the Financial Planning Practice Standards.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 5781614
Awm Capital, LLC
CRD# 6406556
Aqua Capital Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Microsoft | Seattle, WA | Mar 2021 - Current | 3 |
| Modern Assets, LLC | Culver City, CA | Nov 2016 - Current | 7 |
| Aequitas Wealth Management | Los Angeles, CA | Aug 2018 - Aug 2019 | 1 |
| Praedicat | Los Angeles, CA | Feb 2014 - Aug 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Oct 2016 |
- CA
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Total Assets Under Management6MILLIONS
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Total Number of Accounts46ACCOUNTS
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Average Account Value$139,231
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
CA
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