(Exclusive offer on this page only - for qualified clients only)
We Will Grow Your Portfolio In Retirement, Or You Don't Pay!*
Our Triple-Pledge Offer: We will grow your portfolio in retirement. AND protect a portion of your portfolio from market losses. AND lower your overall advisory fees. OR you don't pay us a dime!*
Our retirement strategies work best for those with investable assets of at least $500k+
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No-Obligation
CONSULTATION
FIDUCIARY
Consultation
Make sure to ask your advisor you meet with about our MDRN Capital Performance Pledge™
Complimentary Gift: You will get instant access to our new video Top 3 Retirement Mistakes That Cost Many People 30% Of Their Nest Egg + Strategies to Help Protect Yours in 2024 at no-cost to you after you book a consultation today
Aaron Cirksena is the founder and CEO of MDRN Capital. He is also a fiduciary financial advisor which means he's obligated to act in his clients' best interest. And over the past decade, he's helped many high-net-worth individuals like you to strategically plan for a better retirement.
Why is MDRN Capital able to do this (while others can't)?
1. We're able to lower fees because unlike "big finance" that makes you pay for their expensive downtown offices... we are a 100% virtual firm, so we have less expenses and we pass on the savings to you as lower fees.
2. We're able to grow and protect your portfolio because we are specialists in retirement planning for high net worth individuals. We've exclusively focused on working with people like you for over a decade so we've developed customizable retirement strategies that work for people like you.
3. In 2024, we are creating retirement income plans for about $100 million of new assets every month (excluding existing clients). So we're able to be very good at what we do because overall we meet literally with hundreds of people just like you every month.
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Make sure to ask your advisor you meet with about our MDRN Capital Performance Pledge™
PHONE
667.222.0060
ADDRESS
1997 Annapolis Exchange Parkway, Suite 300
Annapolis, MD 21401
6/21-1660136C
Performance Pledge – For MDRN Capital, LLC (“MDRN Capital”) client accounts that meet all the criteria as described below (”Applicable Accounts”), MDRN Capital will pause the billing of clients Applicable Accounts if all conditions are met as listed below:
· MDRN Capital is the sole registered investment advisor to the Applicable Account and MDRN Capital has discretionary authority as defined in section 1 of MDRN Capital’s wealth management agreement.
· All assets in the Applicable Accounts are invested in Potomac Bull and/or Bear Series Portfolio utilized by MDRN Capital.
· The Applicable Account does not hold any securities that were not purchased or recommended by MDRN Capital.
· The Applicable Account has two consecutive calendar quarters of negative performance.
o Negative performance is defined as the loss in value of the Applicable Account within the respective calendar quarter.
Applicable Accounts that meet the criteria and conditions of the Performance Pledge, as described above, will not be charged an advisory fee starting on the following calendar quarter after the two calendar quarters of negative performance is achieved. Once the Applicable Account achieves positive performance in a calendar quarter, MDRN Capital will reinstate the agreed upon advisory fee effective in the following calendar quarter. The Performance Pledge cycle remains in effect until the termination of your wealth management agreement with MDRN Capital or until the client opts out via written notice to MDRN Capital. Performance reviews will be performed on Applicable Accounts at the end of each calendar quarter. If at any point, a condition, as described above, is not met, the account[s] will no longer be deemed an Applicable Accounts and will not be subject to the Performance Pledge.