Mediqus Asset Advisors, INC.

Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly

MEDIQUS Asset Advisors provides investment advisory services, financial planning, and retirement plan consulting. Through its Wealth Builder service, MEDIQUS helps clients build investment strategies, selects appropriate investments using mutual funds and exchange-traded funds, and monitors portfolio performance. The firm also offers comprehensive financial planning to assist individuals with retirement preparation, estate planning, education funding, and asset protection. MEDIQUS primarily serves physicians, medical groups, and healthcare professionals, alongside business owners and corporate executives. The firm partners with digital wealth management platforms to custody and manage client assets.

Assets Under Management$1.5B
Clients831
Advisors5
Avg. per Client$1.8M
Avg. per Advisor$290M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Annual fee of 1.00% charged quarterly based on average daily account balance.

Fee Estimator
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5 Advisors at this firm

Mediqus Asset Advisors, INC. - Fees, AUM & Advisors | TrueAdvisor