FinancialMD offers comprehensive financial planning and investment advisory services. Financial planning includes lifestyle analysis, cash management, retirement planning, and insurance planning. Investment advice is tailored to each client's situation and risk tolerance, using third-party asset managers. FinancialMD also offers access to a self-preparation will or trust software, but clients are encouraged to seek legal advice from an attorney.
Assets Under Management$35M
Clients165
Advisors1
Avg. per Client$210K
Avg. per Advisor$35M
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.85% |
| $1.0M - $2.0M | 0.70% |
| $2.0M - $3.0M | 0.55% |
| $3.0M - $4.0M | 0.35% |
| $4M+ | 0.20% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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