Medicus Wealth Planning, INC.
Assets Under Management
$130.3M
Number of Clients
192
Number of Advisors
4
Average Client AUM
$679K
AUM per Advisor
$32.6M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Medicus Wealth Planning provides ongoing portfolio management services based on client goals, objectives, time horizon, and risk tolerance. They also offer financial planning services covering investment planning, life insurance, tax concerns, retirement planning, college planning, and debt/credit planning. MWP generally limits its investment advice to mutual funds, fixed income securities, real estate funds, insurance products, equities, ETFs, treasury inflation protected/inflation linked bonds, commodities, non-U.S. securities, venture capital funds and private placements.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | 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.
Fee Estimator
Areas of Practice
Location
11681 S 700 E, Suite 200, Draper, UT, 84020
