One of the most common statements we hear from physicians is that they regret making bad investment decisions early in their careers. In many of these cases, the young physician lacked the resources to hire a quality professional advisor.

To help young, emerging physicians make good decisions early in their careers, we have developed a program specifically for physicians in which our minimum investment requirement and minimum annual fees have been waived.

The Emerging Physician package provides our Level 2 services for a discounted price and access to wealth management consulting. No account minimums.


Assets Annual Fee
Up to $100,000 $500
$100,000-$200,000 $1,000
$200,000-$300,000 $2,000
$300,000+ $3,000