Physician Wealth Advisors, Inc.

Physician Wealth Advisors, Inc. is a registered investment advisor established on September 3, 1993, located in Salt Lake City, Utah. The firm offers discretionary investment management services tailored to individual client needs, focusing on goals, risk tolerance, and liquidity requirements. They recommend asset allocation across various classes and issuers, including equities, fixed income securities, REITs, and alternative investments. The firm manages $857,783,433 of client assets on a discretionary basis and $468,673,362 of ERISA plan assets non-discretionarily. Clients are billed based on a percentage of assets under management, with fees ranging from 0.40% to 0.80%. Physician Wealth Advisors provides financial planning services, and clients have full discretion over implementation decisions. The firm does not participate in wrap-fee programs. Investment strategies are based on asset allocation, with a focus on long-term holdings for tax efficiency. Clients are encouraged to stay informed about their investments, and there is no minimum investment requirement. The firm does not charge performance-based fees and primarily serves members of the Utah Medical Association and their families. Physician Wealth Advisors does not vote on client securities' proxies and has no financial conditions impairing its ability to meet commitments. For more information, clients can contact Melissa Saez at 801-747-0800 or [email protected].