Mediqus Asset Advisors, INC.

Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly

MEDIQUS Asset Advisors provides investment advice, financial planning, and educational services. For investment management, they help clients create an investment strategy, develop guidelines, recommend investments (typically mutual funds or ETFs), coordinate implementation, and monitor results. Financial planning services focus on retirement, education, disability, death, and asset protection. MEDIQUS recommends Betterment Securities as custodian but requires clients to use them for the Wealth Builder service.

Assets Under Management$1.3B
Clients856
Advisors5
Avg. per Client$1.5M
Avg. per Advisor$260M

Fee Structure

Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

5 Advisors at this firm

Mediqus Asset Advisors, INC. | TrueAdvisor