MD Wealth Advisors provides financial planning and investment management services. Financial planning includes reviewing your net worth, cash flow, insurance, employee benefits, retirement planning, investments, college planning, and estate planning. Investment management is offered as a standalone service and is tailored to your risk tolerance and goals. MD Wealth also offers trustee services and can recommend outside managers.
Assets Under Management$85M
Clients127
Advisors1
Avg. per Client$670K
Avg. per Advisor$85M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees above $10,000,001 are based on complexity.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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