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 emerging physicians entering accumulation stage of their financial lifecycle. Program waives our minimum investment requirement and our minimum annual fees.
The Emerging Physician Program reduces the client’s annual fee by $2,500 per year while their assets levels are low. As the client’s investable assets increase, the discount is gradually reduced. EPP provides our Level 2 managed client services for the discounted fee and access to wealth management consulting.
| Assets | Annual Fee |
|---|---|
| Up to $100,000 | $500 |
| $100,000 – $200,000 | $1,000 |
| $200,000 – $300,000 | $2,000 |
| $300,000+ | $3,000 |
