TheMoneyMD.com is an investment management firm specializing in serving high-net-worth individuals, trusts, and estates. They offer investment management services, including investment analysis, asset allocation, and ongoing portfolio monitoring. Financial planning is included with investment advisory services, covering areas like estate, tax, and wealth transfer strategies. They also provide advice on investments held outside of their primary custodian. The firm can also provide investment advice and recommendations on the investment strategies of Third-Party Managers.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The firm’s maximum annual advisory fee for accounts paying a percentage of assets under management is 1.00%. Fees may vary based on the size of the account, complexity of the portfolio, extent of activity in the account or other reasons agreed upon by us and you as the client.