Mark Thompson Woodruff

CFP

Physician Wealth Advisors, INC.

31 Years of Experience

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Firm Information

Physician Wealth Advisors, INC.

Compensation

Fee-Only (AUM)

Number of Advisors

8 advisors

Number of Clients

1,102 clients

Average Client Portfolio

$1.6M average

Assets Under Management

$1.7B

Fee Structure

Minimum Investment:None

Financial Planning:Included in AUM fee

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $250K	0.80%
$250K - $1.0M	0.70%
$1.0M - $2.0M	0.60%
$2.0M - $10.0M	0.50%
$10M+	0.40%

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Investment management fees are based on a percentage of assets under management. Basic financial planning consultations are offered at no cost to UMA member physicians. More in-depth financial planning may be provided for investment management clients as part of their ongoing relationship. There is no minimum investment requirement.

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Areas of Practice

Investment ManagementFinancial Planning & CoachingRetirement Planning

Advisor Information

Office location

North Salt Lake City, UT

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Regulatory History (1)

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