MedVest Wealth Management provides investment management, either with or without the firm making the trades, and financial planning services. Financial planning includes evaluating your current and future financial state, predicting future cash flows, and developing retirement and estate plans. Clients with assets under management or who are referred to a third-party manager receive financial planning at no additional cost.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K+ | 0.75% |
Fees are negotiable based on various criteria.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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