MKD Wealth
Firm details
- Headquarters
- Troy, Michigan
- CRD number
- 144994
- Registered since
- September 25, 2007
- Website
- mkdwealth.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI87.65%
- Individuals11.18%
- Pension & Profit Sharing Plans1.18%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
MKD Wealth is an independent registered investment adviser formed in 2007 and organized as a limited liability company. The firm serves individual and family clients and combines financial planning, portfolio management for individuals and small businesses, pension consulting, and the selection of other advisers with insurance brokerage capabilities. MKD Wealth operates as a capital allocator, directing client capital to third-party managers and external funds in addition to managing portfolios internally. The firm charges fees as a percentage of assets under management and also uses hourly and fixed-fee arrangements. It identifies as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds71%
- Cash & Cash Equivalents11%
- Exchange Traded Equities9%
- State & Local Bonds7%
- US Government Bonds1%
Contacts
3 of 7
Nathan Bohannon
Partner and Wealth AdvisorCRD 4518569
Joseph Mackey
Partner, Wealth AdvisorCRD 4531242
Cassandra Beardslee
Director of PlanningCRD 6219663
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 25Active vs passive
$115M in ETFs
97%
$112M
3%
$3.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $65M | 86,824 | 56.32% |
Location
Troy, MI
Oakland
Location
Troy, MI
Headquartered in Troy, MI, anchoring the Detroit-Warren-Ann Arbor, MI metro in the Midwest.
- Metro area
- Detroit-Warren-Ann Arbor, MI
- Region
- Midwest
- County
- Oakland
- Address
- 1301 W Long Lake Rd
- Time zone
- ET (UTC-5)
- Office locations
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