Physician Wealth Advisors, INC.
Assets Under Management
$1.7B
Number of Clients
1,102
Number of Advisors
8
Average Client AUM
$1.6M
AUM per Advisor
$216.2M
Compensation
Fee-Only (AUM)
About This Firm
Physician Wealth Advisors offers discretionary investment management services tailored to individual client needs, focusing on asset allocation and diversification. They also provide financial planning services, particularly to members of the Utah Medical Association (UMA), gathering information through personal interviews and offering written reports. Basic financial planning is a benefit of UMA membership.
Fee Structure
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
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.
Areas of Practice
Location
6820 South 900 East, Suite 200, Salt Lake City, UT, 84047