MD Financial Advisors provides customized investment management and financial planning services for individuals, high-net-worth clients, businesses, and retirement plans. MD Financial Advisors builds diversified portfolios primarily using low-cost mutual funds and exchange-traded funds, focusing on long-term growth, tax efficiency, and asset allocation. In addition to managing investments, MD Financial Advisors offers comprehensive financial planning covering retirement, cash flow, insurance, tax strategies, and estate planning. The firm operates as a registered investment advisor and is legally required to act in your best interest.
Assets Under Management$300M
Clients478
Advisors13
Avg. per Client$640K
Avg. per Advisor$23M
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Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $7.5M | 0.75% |
| $7.5M - $10.0M | 0.70% |
| $10M+ | 0.70% |
Fees are generally charged quarterly in arrears.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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