Assets Under Management
$243.2M
Number of Clients
448
Number of Advisors
10
Average Client AUM
$543K
AUM per Advisor
$24.3M
Compensation
Fee-Only (AUM)Fixed/Hourly
MD Financial Advisors offers financial planning and customized investment advisory solutions. Financial planning covers cash management, risk management, insurance, education funding, retirement, estate, tax, and capital needs planning. Investment management utilizes low-cost mutual funds and ETFs with a long-term focus.
7935 Stone Creek Drive, Suite 120, Chanhassen, MN, 55317