Dentist Advisors offers comprehensive financial planning and investment management services tailored to dentists, medical professionals, and high-net-worth families. Operating from Salt Lake City, Utah, the firm constructs personalized portfolios largely using exchange-traded funds and mutual funds based on Modern Portfolio Theory. In addition to investment management, Dentist Advisors provides wealth management services that coordinate financial plans with personal and practice finances, as well as hourly consulting and retirement plan services. The firm also offers specialized accounting and tax services through third-party providers. Dentist Advisors emphasizes proactive communication and ongoing financial education to help clients achieve long-term financial success.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Maximum investment management fee rate is 1.50% expressed as an annual percentage, calculated and payable quarterly in arrears. Fees are negotiable.