Medicus Wealth Planning, INC.
Assets Under Management
$130.3M
Number of Clients
192
Number of Advisors
4
Average Client AUM
$679K
AUM per Advisor
$32.6M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Medicus Wealth Planning, Inc. provides ongoing portfolio management services tailored to individual client goals and risk tolerance. They also offer financial planning services covering investment planning, insurance, tax, retirement, college, and debt/credit planning. They manage held away assets through Pontera.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.35% |
| $500K - $1.0M | 1.20% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees are negotiable.
Fee Estimator
The firm charges an annual fee based on a percentage of assets under management, as shown in the table. Financial planning fees are a flat rate, usually between $1,000 and $3,500, depending on the complexity and needs of the client, and are negotiable. Fees are due upon presentation of the completed financial plan. There is no account minimum.
Areas of Practice
Location
11681 S 700 E, Suite 200, Draper, UT, 84020
