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. MDX Wealth may provide assistance in estate planning, tax mitigation, and financial & retirement planning. MDX Wealth provides investment advisory services on a discretionary and non-discretionary basis.
Assets Under Management$70M
Clients111
Advisors7
Avg. per Client$630K
Avg. per Advisor$10M
Fee Structure
Investment management only (planning not offered)
MDX Wealth Management's fee for managing your investments ranges between 0% and 2.5% per year. The fee is based on the value of the assets they manage and is billed monthly or quarterly, in advance. All client fees are negotiable.
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