Fmd Wealth Advisors LLC
Assets Under Management
$0
Number of Clients
Not reported
Number of Advisors
1
Avg. Portfolio per Client
N/A
Avg. Managed per Advisor
$0
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
About This Firm
FMD Wealth Advisors provides investment advice and financial planning to individuals and high-net-worth individuals. As a fee-only firm, FMD Wealth Advisors does not accept commissions. Services include investment management using mutual funds and ETFs, retirement planning, tax planning, and estate planning. FMD Wealth Advisors acts as a fiduciary, legally required to act in your best interest.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.95% |
| $500K - $1.0M | 0.90% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.40% |
| $10M+ | 0.25% |
Fees may be negotiable. In addition to the asset based fee, the Client will be charged a one-time fee ranging from $1,500 to $10,000 depending on the complexity and needs of the Client.
Fee Estimator
Areas of Practice
Location
169 Mamaroneck Avenue 2nd Floor #36, White Plains, NY, 10601
