MKD Wealth offers investment management, financial planning, and consulting services to individuals, pension plans, trusts, and businesses. MKD can manage investments with or without discretion. Financial planning services include retirement, estate, and risk management. Consulting services include insurance reviews and meetings with other professional advisors. MKD may recommend alternative investments and independent managers.
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.