Wealthy Doctor Institute (WDI) provides ongoing portfolio management services based on individual client goals, objectives, time horizon, and risk tolerance. WDI also offers financial planning services covering investment planning, tax concerns, life insurance, college planning, retirement planning, and debt/credit planning. WDI primarily recommends exchange traded funds (ETFs) but may use other securities as well.
Assets Under Management$9.1M
Clients37
Advisors1
Avg. per Client$250K
Avg. per Advisor$9.1M
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Fee Structure
Minimum Investment:$100K
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.95% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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