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.
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Annual fee of 1.00% charged quarterly based on average daily account balance.