Assets Under Management
$1.7B
Number of Clients
1,102
Number of Advisors
8
Average Client AUM
$1.6M
AUM per Advisor
$216.2M
Compensation
Fee-Only (AUM)
Physician Wealth Advisors offers discretionary investment management based on individual client needs, including asset allocation among various asset classes and alternative investments. They also provide financial planning services, gathering client information to prepare written reports and recommendations.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 0.80% |
| $250K - $1.0M | 0.70% |
| $1.0M - $2.0M | 0.60% |
| $2.0M - $10.0M | 0.50% |
| $10M+ | 0.40% |
6820 South 900 East, Suite 200, Salt Lake City, UT, 84047