MEDIQUS Asset Advisors provides investment advice, financial planning, and educational services. For investment management, they help clients create an investment strategy, develop guidelines, recommend investments (typically mutual funds or ETFs), coordinate implementation, and monitor results. Financial planning services focus on retirement, education, disability, death, and asset protection. MEDIQUS recommends Betterment Securities as custodian but requires clients to use them for the Wealth Builder service.
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |