Assets Under Management
$212.9M
Number of Clients
1,030
Number of Advisors
1
Average Client AUM
$207K
AUM per Advisor
$212.9M
Compensation
Fee-Only (AUM)
wealthMD Corporation offers investment management services to individuals, high net worth individuals, and trusts. They provide asset allocation and ongoing investment management on a discretionary basis, primarily investing in mutual funds and ETFs. Financial reviews are available at no charge.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $750K | 1.50% |
| $750K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Fees are negotiable, but will not be less than 1% except for employees or family of employees, whose fees are waived. Advisory board members pay a discounted rate of 1% regardless of assets under management.
1706 Bardstown Road, Second Floor, Louisville, KY, 40205