MD Wealth Partners offers investment advisory services to individuals, high net worth individuals, and businesses. MD Wealth Partners recommends clients utilize third-party money managers, specifically AssetMark, for investment management. MD Wealth Partners also provides financial planning services to clients receiving investment management services on a complementary basis, covering areas like financial and cash management, estate planning, tax issues, retirement planning, and educational funding.
Fee Structure
MD Wealth Partners recommends clients use AssetMark for investment management. The annual advisory fee ranges from 0.50% to 1.75% of the value of your portfolio. This fee does not include AssetMark's advisory fee, which is separate and in addition to MD Wealth Partners' fee. The specific fee is outlined in your agreement. Fees are paid in advance each quarter and are calculated by AssetMark and deducted from your account. If you terminate the agreement, you'll receive a refund of any unearned fees.