MD Financial Advisors / Vestment Financial
Assets Under Management
$243.2M
Number of Clients
448
Number of Advisors
10
Average Client AUM
$543K
AUM per Advisor
$24.3M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
MD Financial Advisors offers financial planning and customized investment advisory solutions. Financial planning covers various aspects of a client's financial situation. Investment advisory services include ongoing client contact and discretionary investment management, utilizing low-cost mutual funds and ETFs. They also offer retirement plan services to businesses.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $7.5M | 0.75% |
| $7.5M - $10.0M | 0.70% |
| $10M+ | 0.70% |
Fees may be adjusted based on client circumstances.
Fee Estimator
Financial planning fees are charged as a fixed fee (up to $25,000), hourly ($50-$650/hour), or monthly subscription ($190-$350/month). Investment advisory fees are based on a percentage of assets under management (AUM), as detailed in the table. Retirement plan service fees are fixed or asset-based (up to 1.50% annually) and are negotiable. Fees may be adjusted based on client circumstances. There is no minimum account size.
Areas of Practice
Location
7935 Stone Creek Drive, Suite 120, Chanhassen, MN, 55317