MODOO STRATEGY LLC

Overview

Modoo Strategy LLC is a small, privately owned advisory firm organized as a limited liability company. The firm positions itself around financial planning and discretionary portfolio management for individuals and small businesses, and it also offers educational seminars and workshop services. Its stated advisory activities include pension consulting, though its regulatory profile does not list it as a registered pension consultant. Modoo Strategy LLC does not present itself as an active ESG investor and is not identified as a multi-state adviser, which suggests a geographically focused practice. Fee arrangements at the firm are flexible: Modoo Strategy LLC uses percentage-of-AUM billing alongside hourly charges and fixed-fee engagements. That fee mix signals the firm can serve both ongoing advisory relationships and project-based or planning-only clients.

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