MKD Wealth Coaches, LLC
MKD Wealth Coaches, LLC is a registered investment adviser based in Troy, Michigan, serving entrepreneurs, families, and executives with values-aligned investment management and strategic wealth coaching. The firm was founded in 2006 and employs around 12-13 people. MKD offers fiduciary advice, transparent fee structures (percentage of assets, hourly, and fixed fees), and does not take commissions on recommended products. Its focus is on long-term wealth planning and clarity for clients in Metro Detroit and beyond.
Investment Strategy
MKD Wealth Coaches employs a values-aligned investment management approach, combining strategic planning with fiduciary, client-centric advice. The firm focuses on building diversified portfolios geared toward long-term growth and stability, aiming to enhance clients' clarity and confidence. MKD serves primarily individuals (including high-net-worth), families, and entrepreneurs, utilizing a disciplined process to align clients' investments with their personal goals and values.
Top Holdings
Equity Positions (26)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVV | ISHARES TR | 56.52% | $56.7M | 84,758 | $588.62 | $669.30 | +$3.3M |
I IJH | ISHARES TR | 15.17% | $15.2M | 233,309 | $58.66 | $65.26 | +$689.4K |
A AGG | ISHARES TR | 7.29% | $7.3M | 72,969 | $97.15 | $100.25 | +$321.8K |
I IWB | ISHARES TR | 3.68% | $3.7M | 10,111 | $322.16 | $365.48 | +$19.5K |
D DBMF | LITMAN GREGORY FDS TR | 2.56% | $2.6M | 93,992 | $26.15 | $27.31 | +$188.6K |