John Dankovich is a ChFC-designated registered investment advisor at Mkd Wealth, based in Troy, MI, with 21 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 2 more. Their firm serves 240 clients with $430M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
MKD Wealth's investment management fees are based on a percentage of the value of your investments and will not exceed 1.75% per year. The fee varies depending on the investment strategy and the amount you invest. Fees are billed quarterly in advance. In limited circumstances, a client can choose to pay a flat fee for investment management services.
Location
1301 W. Long Lake Road, Suite 210, Troy, MI, 48098
Get directionsHistory
Regulatory History (2)
Customer Dispute
June 2007Customer Dispute
October 1987Other Business ActivitiesSells Insurance
John is an attorney since 2000, spending minimal time on this activity. He is also an independent insurance agent since 1989, licensed to sell life, disability, long term care, and annuities, dedicating minimal time to this.
Employment History
Current Registrations
Mkd Wealth
Previous Registrations
Network Planning Advisors, L.L.C.
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.