wealthMD provides investment management services to individuals, high net worth individuals, and trusts. They create customized investment portfolios based on your financial situation, risk tolerance, and goals. They primarily invest in mutual funds and exchange-traded funds (ETFs) but can also recommend other types of securities. Financial reviews are available upon request at no charge.
Assets Under Management$210M
Clients1,030
Advisors1
Avg. per Client$210K
Avg. per Advisor$210M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $750K | 1.50% |
| $750K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Fees may be negotiable, but will not be less than 1% except for employees or family of employees, whose fees are waived. Advisory board members pay a discounted rate of 1% regardless of the amount of assets under management.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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