PMD Advisory offers financial planning, consulting, and investment management services. Financial planning includes written plans covering investment, retirement, insurance, tax, and education planning. PMD Advisory also provides consultations on financial planning issues. For investment management, PMD Advisory manages accounts based on individual goals and risk tolerance, primarily using mutual funds and ETFs.
Fee Structure
PMD Advisory manages investments for a fee based on a percentage of the value of your account. The exact fee is negotiable and depends on the type of account, the complexity of your situation, and the amount you invest. There is a $1,000 minimum annual fee, but this may be waived based on your relationship with the firm. Fees are billed quarterly in advance.