Medicus Wealth Planning (MWP) offers portfolio management services tailored to individual client goals and risk tolerance. MWP gathers client information to construct a plan and select a suitable portfolio. Services include investment strategy, asset allocation, and regular monitoring. MWP also offers financial planning covering investments, insurance, taxes, retirement, college, and debt. MWP primarily advises on mutual funds, fixed income, real estate funds, insurance products, equities, and ETFs.
Assets Under Management$130M
Clients192
Advisors4
Avg. per Client$680K
Avg. per Advisor$33M
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 | 1.50% |
| $250K - $500K | 1.35% |
| $500K - $1.0M | 1.20% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
