MDT Financial Advisors, LLC offers wealth and investment management, financial planning and consulting, and selection of third-party asset managers for individual and institutional clients. MDT Financial Advisors designs customized investment portfolios utilizing stocks, bonds, mutual funds, exchange-traded funds, annuities, and alternative investments, typically operating on a discretionary basis. The firm provides financial planning services covering cash flow analysis, risk management, estate planning, charitable giving, education planning, retirement planning, tax planning, and insurance reviews. MDT Financial Advisors also offers retirement plan consulting services for plan sponsors. The firm generally works with clients who have a net worth of at least $1,000,000, though it does not impose a strict minimum initial investment or account size requirement.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are based on cumulative household assets under advisement and may be negotiated at MDT Financial Advisors' sole discretion. Third-party manager programs through Wells Fargo may incur additional manager fees up to 0.60%.