MDRN Wealth offers portfolio management services based on individual client goals, objectives, and risk tolerance. MDRN creates an investment policy statement for each client and constructs a plan to aid in selecting a portfolio that matches their specific situation. MDRN also offers financial planning services, including investment planning, life insurance, tax concerns, retirement planning, college planning, and debt/credit planning. MDRN may recommend third-party managers for portfolio management services.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.70% |
| $10.0M - $25.0M | 0.50% |
| $25M+ | 0.25% |
Fees are generally negotiable. If the client has a portfolio valued above $1,000,000 and also utilizes ongoing comprehensive financial planning services, then the client will pay the portfolio management fee according to the listed fee schedule.