Medicus Wealth Planning is a registered investment advisor based in Draper, Utah, offering ongoing portfolio management and financial planning services to individuals, high-net-worth individuals, and retirement plans. The firm builds customized investment portfolios based on each client's specific goals, risk tolerance, and time horizon, utilizing fundamental analysis and modern portfolio theory. In addition to managing traditional investment accounts, Medicus Wealth Planning provides asset allocation review, rebalancing, and management services for employer-sponsored retirement plans and other held-away assets through online aggregation tools. The firm also offers comprehensive financial planning covering investment strategy, retirement projections, tax considerations, insurance, college planning, and debt management. Medicus Wealth Planning operates as a fee-only firm, meaning they do not accept commissions for selling financial products.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.35% |
| $500K - $1.0M | 1.20% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees are negotiable and can be charged as a flat fee upon request.
