Physician Wealth Advisors manages investment portfolios and provides financial planning for individuals, corporations, foundations, and trusts, with a primary focus on members of the Utah Medical Association. The firm builds diversified portfolios across various asset classes—including stocks, bonds, real estate investment trusts, and alternative investments such as private equity and cryptocurrency—using a long-term, capital-markets-based approach. Portfolios are managed on a discretionary basis, meaning the firm makes trades and investment decisions based on each client's specific goals, time horizon, and risk tolerance. In addition to investment management, the firm offers financial planning services, ranging from basic consultations to more in-depth reviews for investment clients. The firm also assists with retirement plan consulting and provides insurance products through licensed staff.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | 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% |
Fees are calculated based on average daily balances and billed quarterly in arrears.