FMD Wealth Advisors offers wealth management services, including investment management and financial planning, to individuals and high-net-worth individuals. Investment management involves creating a portfolio of low-cost, diversified mutual funds and ETFs, and may include individual stocks, bonds, and alternative investments. Financial planning covers investment, retirement, tax, and estate planning, among other areas. FMD Wealth Advisors may recommend independent managers for a portion of a client's portfolio.
Assets Under Management$140K
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$140K
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Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.95% |
| $500K - $1.0M | 0.90% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.40% |
| $10M+ | 0.25% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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