Assets Under Management
$63.5M
Number of Clients
109
Number of Advisors
7
Average Client AUM
$583K
AUM per Advisor
$9.1M
Compensation
Fee-Only (AUM)Fixed/Hourly
MDX Wealth Management is an independent wealth management firm offering investment advisory services to high-net-worth individuals, families, trusts, endowments, corporations, pension and retirement accounts, and foundations. They may provide assistance in estate planning, tax mitigation, and financial & retirement planning.
2245 Texas Dr, Suite 300, Sugarland, TX, 77479