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MDS Wealth Advisors, LLC

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Client assets under management

$27,767,399

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Clients

26

35% high-net-worth

Advisors

2

of 3 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

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Clients per advisor

13

Very Low

Average account size

$1,067,977

About

MDS Wealth Advisors provides discretionary portfolio management and related investment advisory services to individuals (including high‑net‑worth clients) and pension or profit‑sharing plans. The firm documents client objectives in individualized Investment Policy Statements and maintains a $100,000 account minimum while overseeing roughly $27.8 million across a small roster of clients.

The firm follows a long‑term trading orientation and generally seeks discretionary authority to implement asset allocation, security selection, and regular portfolio monitoring. Its methods of analysis include fundamental, technical, cyclical and quantitative approaches alongside modern portfolio theory to guide investment decisions.

Notably, the firm has ties to external legal and publishing activities: a principal practices law and the firm issues a subscription newsletter (and is affiliated with a separate investment‑publishing entity), arrangements the brochure identifies as potential sources of conflicts of interest. The combination of a very small advisory team with these outside legal and publishing relationships is atypical for firms of similar scale and is disclosed as potentially influencing how advisory and ancillary services are offered.

Client services

Portfolio management Newsletters or periodicals

Expertise

Wealth management Passive / index investing

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Fee options

Percentage

$0 - $150,000: 1.75% $150,001 - $250,000: 1.50% $250,001 - $500,000: 1.25% $500,001 - $750,000: 1.12% $750,001 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.90% $2,000,001+: 0.75%

Other

Account minimum: $100,000 Minimum fee: $2,000 minimum annual fee Fee-only: Asset-based fees with tiered schedule, no commissions

Main office location

MDS Wealth Advisors, LLC

Williamstown MA, United States

Number of offices

1

Most active in

More info

Louisiana · Massachusetts · Texas · Vermont

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Website (844) 336-9878

Advisors at this firm

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Matthew S

Series 65

Williamstown, MA

MDS Wealth Advisors, LLC

Matthew Sauer is a financial advisor at MDS Wealth Advisors, LLC, holding a Series 65 credential with 20 years of industry experience. He is also the founder, president, publisher, and chief investment officer of Mutual Fund Investor Guide, LLC, a subscription-based financial publication providing educational and analytical content. Sauer practices law and occasionally offers related advice or products to clients outside of his advisory role. MDS Wealth Advisors offers discretionary portfolio management and investment advisory services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans. The firm employs a long-term trading approach, utilizing fundamental, technical, cyclical, and quantitative analyses alongside modern portfolio theory to guide investment decisions.

Wealth management Passive / index investing
user avatar

Matthew C

Series 65

Williamstown, MA

MDS Wealth Advisors, LLC

Matthew Cowie is a financial advisor with MDS Wealth Advisors, LLC in Williamstown, MA, holding a Series 65 designation and 10 years of industry experience. He has been with MDS Wealth Advisors since 2015 and is also associated with Mutual Fund Investor Guide, LLC. The firm provides discretionary portfolio management and investment advisory services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans. MDS Wealth Advisors employs a long-term trading approach using fundamental, technical, cyclical, and quantitative analysis alongside modern portfolio theory.

Wealth management Passive / index investing
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