MDH Investment Management offers investment advice and manages client funds based on individual needs. MDH develops a personal investment policy for each client and manages a portfolio based on that policy. MDH manages accounts on a discretionary basis, and account supervision is guided by the client's stated objectives and tax considerations. MDH also offers a wrap fee program where clients pay a single fee for advisory, brokerage, and custodial services.
Fee Structure
MDH Investment Management offers investment management through its Managed Portfolio Program. The annual fee is a percentage of the value of your portfolio:
- $250,000 - $500,000: 2.00%
- $500,001 - $1,000,000: 1.60%
- Above $1 million: 1.25%
A minimum of $250,000 is required for this service. The fee covers advisory services, administrative expenses, brokerage services, and custodial charges for assets held at Pershing or Schwab. The fee does not cover mutual fund or ETF expenses.