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Modern Portfolio Consultants Company (Omaha)


Modern Portfolio Consultants Company is a related adviser based in Omaha. It manages $7.02 million of regulatory assets for 35 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdiction of Nebraska.

Modern Portfolio Consultants Company provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Modern Portfolio Consultants Company: assets under management

The assets under management (AUM) of Modern Portfolio Consultants Company is $7.02 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 625% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $7.02 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $200.65 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Modern Portfolio Consultants Company for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Omaha

The principal office where Modern Portfolio Consultants Company performs its advisory services is located at 8401 W. Dodge Rd, Omaha, NE 68114, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 402-504-6250 or by fax 402-397-8617. The normal business hours are 8am to 5 pm on Monday - Friday.


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