FMD Wealth Advisors is a registered investment advisor located in White Plains, New York, founded in December 2024. FMD Wealth Advisors offers customized wealth management services, including both investment management and comprehensive financial planning. Investment management involves building diversified portfolios using low-cost mutual funds, exchange-traded funds, individual stocks, bonds, and alternative investments tailored to each client's goals and risk tolerance. FMD Wealth Advisors operates on a fee-only basis and acts as a legally required fiduciary bound to put client interests first. In addition to core wealth management and standalone investment management, FMD Wealth Advisors provides standalone financial planning covering retirement, taxes, estate planning, insurance reviews, and specialized divorce planning services.
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 are negotiable at the sole discretion of FMD Wealth Advisors. Clients also pay a one-time fee ranging from $1,500 to $10,000 for wealth management, and the firm generally requires a $4,000 minimum annual fee.
