MD Investment Advisors manages investment portfolios and provides tailored investment advice for individuals, trusts, and business pension plans. MD Investment Advisors builds customized investment portfolios using exchange-listed securities, mutual funds, exchange-traded funds, corporate and municipal bonds, government securities, and options. The firm emphasizes long-term investing alongside risk-management strategies like covered call writing and put options. Matthew Doyle leads the firm, bringing decades of experience in securities and wealth management. Clients can choose between management styles where MD Investment Advisors makes trades independently or consults with the client beforehand.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.25% |
| $100K - $200K | 2.00% |
| $200K - $300K | 1.75% |
| $300K - $400K | 1.50% |
| $400K - $500K | 1.25% |
| $500K+ | 1.00% |
Fees are negotiable and paid monthly or quarterly in arrears.