MDRN Capital offers investment advice and financial planning to individuals, high net worth individuals, trusts, estates, businesses, and retirement plans. MDRN Capital provides customized investment solutions through personal contact and discretionary investment management. They may recommend unaffiliated investment managers or platforms. Financial planning services are offered as part of wealth management or as a standalone service.
Assets Under Management$340M
Clients569
Advisors25
Avg. per Client$600K
Avg. per Advisor$14M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $2.5M | 1.25% |
| $2.5M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $20.0M | 0.50% |
| $20M+ | 0.50% |
Fees may be negotiable at the sole discretion of MDRN Capital. Certain clients may be grandfathered a rate from previous relationships with the Advisor.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
25 Advisors at this firm
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