Physician Wealth Advisors provides investment management services based on individual client needs, creating portfolios based on discussions about goals, risk tolerance, and liquidity needs. They recommend asset allocation among various asset classes, including equities, fixed income, REITs, and alternative investments. The firm also offers financial planning services, gathering information about a client's financial status and goals to prepare a written report. Basic financial planning is offered at no cost to Utah Medical Association members.
Assets Under Management$1.7B
Clients1,102
Advisors9
Avg. per Client$1.6M
Avg. per Advisor$190M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 0.80% |
| $250K - $1.0M | 0.70% |
| $1.0M - $2.0M | 0.60% |
| $2.0M - $10.0M | 0.50% |
| $10M+ | 0.40% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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