PMD Advisory offers personalized financial planning, ongoing portfolio management, and retirement plan consulting. PMD Advisory works closely with individuals, families, and business owners to design investment portfolios tailored to their specific financial goals and risk tolerance. Using primarily open-ended mutual funds, exchange-traded funds, and individual securities, PMD Advisory builds diversified portfolios on either a discretionary basis (where the firm makes trades without asking first) or a non-discretionary basis. In addition to investment management, PMD Advisory prepares written financial plans covering retirement, insurance, taxes, and estate planning, and assists employers with retirement plan consulting.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees range from 0.50% to 2.00% annually and are negotiable based on account size, complexity, and asset composition. There is a minimum annual fee of $1,000.