Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $750K | 1.50% |
| $750K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Fees negotiable, but not less than 1% except for employees/family. Advisory board members pay 1% regardless of AUM.
Fee Estimator
wealthMD charges an annual fee based on a percentage of the assets they manage. The fee is calculated and charged quarterly, in arrears, based on the market value of your assets. The fees range from 2.00% annually on assets less than $250,000, down to 1.00% on assets over $1,000,000. Fees may be negotiable, but will not be less than 1% except for employees or family of employees, whose fees are waived. Advisory board members pay a discounted rate of 1% regardless of assets under management. There is no minimum portfolio size or minimum annual fee.
Areas of Practice
Advisor Information
Office location
1706 Bardstown Road, Second Floor, Louisville, KY, 40205
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →