MD Wealth Management offers investment management services tailored to clients' individual needs and objectives. They develop a personal investment policy or plan with an asset allocation target based on the client's goals, objectives, and risk tolerance. MD Wealth Management also provides financial planning services, evaluating a client's current and future financial state. Financial planning may address business planning, cash flow and debt management, college savings, employee benefits optimization, estate planning, financial goals, insurance, investment analysis, retirement planning, risk management, and tax planning strategies.
Assets Under Management$110M
Clients78
Advisors2
Avg. per Client$1.4M
Avg. per Advisor$55M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.60% |
| $5M+ | 0.40% |
The annual fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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