Data sourced from SEC Form ADV filed September 2, 2026
Overview
Headquarters
Chanhassen, MN
Total Firm Assets
$304 million
Average High-Net-Worth Client Portfolio Size
$1.2 million
Fee Disclosure
Source: 03 25 2025 MDF FORM ADV 2A AND B FINAL (2025-03-25)
· View brochure text Latest filing: 03 27 2026 MDF FORM ADV 2A AND 2B FINAL (2026-03-27)
· View brochure text
Min
Max
Disclosed Annual Rate
$0
$250,000
1.25%
$250,001
$2,000,000
1.00%
$2,000,001
$5,000,000
0.85%
$5,000,001
$7,500,000
0.75%
$7,500,001
$10,000,000
0.70%
$10,000,001
and above
Negotiable
Estimated Annual Advisory Fees
Portfolio Value
Estimated Annual Fee
Effective Fee Rate
$1 million
$10,625
1.06%
$5 million
$46,125
0.92%
$10 million
$82,375
0.82%
$50 million
Negotiable
Negotiable
$100 million
Negotiable
Negotiable
Actual fees may vary; other investment costs may apply.
Clients
High-Net-Worth Share of Firm Assets
81.13%
Number of High-Net-Worth Clients
198
Total Client Accounts
2,679
Discretionary Accounts
2,679
Services Offered
Services:
Financial Planning, Portfolio Management for Individuals, Pension Consulting
Regulatory Filings
SEC CRD Number
168771
03 27 2026 MDF FORM ADV 2A AND 2B FINAL (2026-03-27)
· View brochure text
03 25 2025 MDF FORM ADV 2A AND B FINAL (2025-03-25)
(fee schedule source)
· View brochure text
Md Financial Advisors / Vestment Financial's Form ADV discloses 1.25% on the first $250,000, 1.00% on the next $1.8 million, 0.85% on the next $3 million, 0.75% on the next $2.5 million, 0.70% on the next $2.5 million, and negotiable rates above $10 million. See complete fee breakdown ↓
Yes. As an SEC-registered investment advisor (CRD #168771), Md Financial Advisors / Vestment Financial is subject to fiduciary duty under federal law.
Md Financial Advisors / Vestment Financial is headquartered in CHANHASSEN, MN.
Md Financial Advisors / Vestment Financial serves 198 high-net-worth clients according to their SEC filing dated September 2, 2026. View client details ↓
According to their SEC Form ADV, Md Financial Advisors / Vestment Financial offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
Md Financial Advisors / Vestment Financial manages $304 million in client assets according to their SEC filing dated September 2, 2026.
According to their SEC Form ADV, Md Financial Advisors / Vestment Financial serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓