Pricing

Fee transparency is important to us. You should be able to know the fees you are paying and understand the value that each fee creates for you.

Our Fees

Initial Plan

The Initial Plan fee pays for the work involved in generating your family's Financial Plan. This fee will not exceed $5,000 for clients choosing ongoing planning. For residents, we defer this fee until you become an attending physician.

Ongoing Planning

You may want help implementing and adjusting your plan over time. Annual ongoing planning fees range from $1,200 for residents to $6,000 for more complicated situations.

Investment Management

If you would like to have MedPath implement your investment plan, we are happy to do so. See the calculator below to estimate the annual fee based on your portfolio size.

Fee Estimator

Your fee may vary from the results of this page, but will always be consistent with our Form ADV 2 and client agreement.

Please note that Investment Management Fees are based on daily average balance. This means that the fee you would actually pay can vary based on the daily price action of the securities in your portfolio. This tool provides an estimate, not a quote.

Select the option that best describes your current situation.

I am a resident or fellow.

I am an attending physician.

Are you interesting in ongoing planning?

Yes.

No.

Which of the following apply to you?

Select all that apply.

I have a spouse who earns an income.

I have a child/children.

I own a small business (medical practice, real estate, other entrepreneurial endeavor).

Managed Portfolio Size (select $0 for no investment management):

Pricing

Fee transparency is important to us. You should be able to know the fees you are paying and understand the value that each fee creates for you.

Our Fees

Initial Plan

Ongoing Planning

Investment Management

Fee Estimator

Initial Fee

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Ongoing Fee

Click Submit

Investment Fee

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