MedWealth Advisors manages investment portfolios and provides financial planning services. They primarily serve medical doctors but may take on other clients. Their services include developing investment plans based on a client's goals and risk tolerance, and ongoing financial planning to help clients achieve their financial objectives. They monitor and update financial plans annually.
Assets Under Management$9.9M
Clients13
Advisors1
Avg. per Client$760K
Avg. per Advisor$9.9M
Fee Structure
Planning is included in investment management
MedWealth Advisors offers combined financial planning and investment management services.
For doctors with a net worth below $500,000, the annual advisory fee is the lesser of $450/month or 2% of gross household income.
For doctors with a net worth above $500,000, the annual advisory fee is a percentage of net worth, paid quarterly:
- First $1,000,000 of net worth — 1.00% per year
- Above $1,000,000 of net worth — 0.50% per year
Loading...