Physicians Wealth Solutions provides investment advice and financial planning services to individuals and high-net-worth individuals. The firm creates investment strategies based on each client's goals, risk tolerance, and time horizon. Services include portfolio management, financial planning (covering investments, insurance, taxes, retirement, education, and debt), and pension consulting. Physicians Wealth Solutions primarily recommends U.S. equities but may use other securities to diversify portfolios.
Assets Under Management$44M
Clients69
Advisors4
Avg. per Client$640K
Avg. per Advisor$11M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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