MD Financial Advisors offers financial planning and investment management services. Financial planning covers cash management, risk management, insurance, education funding, retirement planning, estate and charitable giving, and tax planning. Investment management involves creating customized portfolios using low-cost mutual funds and exchange-traded funds, with a focus on long-term investing and diversification. MD Financial Advisors also provides retirement plan services to businesses.
Assets Under Management$240M
Clients448
Advisors12
Avg. per Client$540K
Avg. per Advisor$20M
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Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $7.5M | 0.75% |
| $7.5M - $10.0M | 0.70% |
| $10M+ | 0.70% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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