MDRN Capital provides tailored investment advisory solutions and comprehensive financial planning for individuals, high net worth individuals, trusts, estates, businesses, and retirement plans. MDRN Capital builds customized portfolios primarily by selecting independent money managers, alongside using low-cost exchange-traded funds, mutual funds, individual stocks, and bonds. MDRN Capital focuses on long-term strategies while helping clients plan for retirement, education savings, tax strategies, and other financial goals. Clients can also receive financial planning as a standalone service. MDRN Capital is legally required to act in your best interest as a registered investment advisor.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $2.5M | 1.25% |
| $2.5M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $20.0M | 0.50% |
| $20M+ | 0.50% |
Fees are negotiable at the sole discretion of the advisor. Certain clients may be grandfathered in at previous rates.