MD Wealth Management, LLC
Company Description (LinkedIn): MD Wealth Management is an independent, fee-only financial planning and wealth management firm located near Ann Arbor, MI. We specialize in working with physicians who want help managing their financial lives. By partnering with our clients and implementing our comprehensive approach to financial planning and investment management, we help people clarify and achieve their financial goals. We provide our clients with peace of mind knowing they have a professional helping them make important financial decisions, and we free up time and energy to spend elsewhere. We are fiduciary financial advisors and we do not sell financial products or receive commissions.
- ⏳ Active Since: 2018
- 📍 Location: Chelsea, Michigan
- 🔢 Employee Count: 2
- 👥 Followers: 310
From SEC filings:
💁 Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
💲 Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Accounts
- 💰 Total AUM ($Millions): 39
- 🧾 Number of accounts: 263
- 🛍 Average Account Size: $148,141
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