Wealth Care LLC
Wealth Care LLC is a fee-only, fiduciary firm with Steven Podnos, MD CFPâ as it’s Principal and Founder. Rachel Podnos, JD CFPâ and Lauren Podnos, CFPâ work with Steven to provide highly personal financial planning and asset management for almost 100 physician families nationwide. Steven worked in and co-managed a Pulmonary/Critical Care practice for over twenty years, and still serves as a physician in the USAF Reserve.
“My goal for our practice is to help our clients achieve the same success I was fortunate enough to enjoy -in both practice and life.” We focus on “saving enough,” avoiding mistakes, and making sure that you and your family are protected while you accumulate retirement security. At the same time, we will encourage you to both enjoy the early years of practice, and build in some options to do other things in life before it is too late.
- 1% per year on the first $1 million (minimum annual fee is $5000 and the maximum fee on assets under $1 million is $7500 per year.)
- .5% per year on the next $1 million AUM
- .25% per year on assets over $2 million AUM