MKD Wealth Coaches provides personalized investment management, financial planning, family office coordination, and consulting services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and corporate entities. MKD Wealth Coaches builds customized investment portfolios using a variety of strategies that incorporate stocks, bonds, mutual funds, exchange-traded funds, alternative investments, and outside managers. The firm offers both discretionary portfolio management—where the firm makes trades on your behalf—and non-discretionary management, where your approval is required before transactions occur. In addition to managing investments, MKD Wealth Coaches offers comprehensive ongoing financial planning and project-based consulting addressing retirement cash flow, estate planning coordination, risk management, and insurance reviews. The firm operates as a registered investment adviser legally required to act in your best interest when providing retirement and investment advice.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.75% |
Fees vary by investment strategy and asset size, but will not exceed 1.75% per annum. Fees are negotiable.