Physicians’ Financial L.C. offers a range of personal wealth planning services, including investment management, income tax planning and preparation, life and disability insurance, and financial counseling. Their investment strategy focuses on portfolio diversification, dollar cost averaging, and the use of index funds for long-term wealth building. They primarily serve medical professionals.
Assets Under Management$530K
Clients18
Advisors1
Avg. per Client$29K
Avg. per Advisor$530K
Fee Structure
Minimum Investment:$10
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Fees may be negotiable for certain relationships.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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