MDS Wealth Advisors offers ongoing portfolio management services tailored to each client's goals, objectives, time horizon, and risk tolerance. They create an Investment Policy Statement for each client, outlining their current situation. MDS Wealth Advisors also provides a newsletter, “Mutual Fund Investment Guide,” with recommendations on purchasing and selling specific securities, sectors, or asset classes, at no separate fee to ongoing advisory clients.
Assets Under Management$28M
Clients27
Advisors2
Avg. per Client$1M
Avg. per Advisor$14M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Minimum Annual Fee:$2,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $150K | 1.75% |
| $150K - $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $750K | 1.12% |
| $750K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2M+ | 0.75% |
Minimum annual fee is $2,000. Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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