MD Investment Advisors provides investment advice through one-on-one consultations to determine client needs and customize an investment style. Matthew Doyle manages customer accounts and determines suitable investments. The firm manages both discretionary and non-discretionary accounts. Investments include exchange-listed securities, over-the-counter securities, variable annuities, corporate debt, municipal securities, ETFs, mutual funds, U.S. government securities, and options contracts.
Assets Under Management$34M
Clients130
Advisors2
Avg. per Client$260K
Avg. per Advisor$17M
Fee Structure
Investment management only (planning not offered)
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.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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