Tmd Wealth Management
TMD Wealth Management LLC, established in Scottsdale, AZ, offers wealth management and investment services, including discretionary and non-discretionary management. Clients can invest in mutual funds, ETFs, individual securities, and alternative investments. TMD is part of Focus Financial Partners, LLC, indirectly owned by CD&R and Stone Point. The firm may recommend unaffiliated third-party financial solutions through UPTIQ. Minimum investment is $750,000, with fees based on assets under management. TMD acts as a fiduciary under ERISA and IRC, with a duty to act in clients' best interests. The firm does not accept performance-based fees or engage in side-by-side management. TMD's investment strategies include hedging, private placements, and digital assets. The firm reviews client accounts periodically and encourages annual client meetings. TMD does not vote proxies or participate in legal proceedings for client investments. The firm has no disciplinary history and maintains financial stability. TMD does not vote proxies or participate in legal proceedings for client investments. The firm has no disciplinary history and maintains financial stability.
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