Mkd Wealth Coaches, LLC

MKD Wealth Coaches, LLC, established in December 2006, is a registered investment adviser based in Troy, Michigan. The firm offers investment management services, financial planning, and consulting to various clients, including individuals, pension plans, trusts, and corporations. They charge fees based on asset value, hourly rates, or fixed fees, with a minimum account size of $1 million. Clients can choose between discretionary and non-discretionary investment management services. MKD may recommend annuity products, manage retirement accounts, and offer pension consulting services under ERISA guidelines. The firm also provides alternative investment recommendations and utilizes independent managers for certain client assets. MKD does not charge performance-based fees and has not had any disciplinary events. They have a code of ethics in place and do not maintain custody of client assets. The firm has a relationship with Fidelity for custodian and brokerage services. MKD does not have active solicitor arrangements and does not compensate third parties for client referrals. Clients receive regular account reviews and reports, and the firm does not vote on client securities proxies. MKD has no financial commitments that would impair their ability to meet client obligations. For more information, visit www.mkdwealth.com.