MKD Wealth
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
MKD Wealth provides investment management, financial planning, family office coordination, and consulting to individuals (including high‑net‑worth clients), pension and profit‑sharing plans, trusts, charitable organizations, and corporations. The firm generally requires a $1 million portfolio for managed accounts and reports roughly $505 million in assets under management across discretionary and non‑discretionary mandates.
MKD constructs model portfolios across a risk spectrum (from cautious to aggressive) and implements those models using mutual funds, ETFs, individual securities, independent managers, and, where suitable, alternative investments and interval funds. The firm uses third‑party consultants for portfolio design and conducts ongoing monitoring and rebalancing, and it also advises on annuity products and retirement plan assets held outside custodial accounts.
Notable distinctions include its status as a licensed insurance agency — its representatives may receive commissions for insurance sales, a disclosed conflict of interest — and the firm’s use of advertising that presents both historical performance results and hypothetical performance scenarios. MKD also highlights access to alternative investments (with platform fees and called‑capital valuations) and has recently added digital assets/cryptocurrency as an investable category.
Client services
Expertise
Fee options
Fixed fees generally range from $1,000 to $50,000 for financial planning and consulting services; flat fees also available for investment management in limited circumstances
Up to 1.75% per annum, varies depending on strategy and asset size
Insurance commissions earned by representatives on insurance products
$200 to $500 per hour for financial planning and consulting services
Account minimum: $1,000,000 Fee-only: Fees charged on asset-based fee, hourly rate, or fixed fee basis; no commissions on these fees
Main office
1301 W. Long Lake Road, Suite 210
Troy MI 48098
Advisors at this office
6
Most active in
Arizona · California · Florida · Illinois · Michigan · Texas
Also doing business as
Mackey Komara & Dankovich LLC · Mackey Komara LLC · Mackey Komara, LLC Private Wealth Management · Mkd Wealth · Mkd Wealth Coaches · Mkd Wealth Coaches, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Nathan B
CFP®, Series 66
Troy, MI
MKD Wealth
Nathan Bohannon is a financial advisor at MKD Wealth with 15 years of industry experience. He holds the CFP® designation and Series 66 license. Prior to his current role, he worked at MKD Wealth Coaches, LLC and its predecessor firm from 2009 to the present. Outside of advising, he is a licensed independent insurance agent authorized to sell life, disability, and long-term care insurance. MKD Wealth provides investment management, financial planning, and consulting services to individuals, pension plans, trusts, charitable organizations, and business entities. The firm manages approximately $425 million in assets and employs a range of portfolio models across risk profiles using mutual funds, ETFs, individual securities, and alternative investments.
Cassandra B
CFP®, Series 66
Troy, MI
MKD Wealth
Cassandra Beardslee is a CFP® and holds a Series 66 license with 13 years of industry experience. She has been with MKD Wealth since 2016, currently working as part of a six-advisor team. She is also licensed as an independent insurance agent, authorized to sell life, disability, and long-term care insurance. MKD Wealth provides investment management, financial planning, family office coordination, and consulting services to individuals, including high-net-worth clients, as well as pension plans, trusts, charitable organizations, and corporations. The firm uses model portfolios across various risk levels, incorporating mutual funds, ETFs, individual securities, independent managers, and alternative investments.
John D
ChFC®, Series 63, Series 65
Troy, MI
MKD Wealth
John Dankovich is a financial advisor at MKD Wealth with 21 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. Prior to his current role, he worked at Cumberland Trust and has been involved with MKD Wealth Coaches, LLC and its predecessor firm since 2007. Outside of advising, he is also an attorney and an independent insurance agent licensed to sell life, disability, long-term care insurance, and annuities. MKD Wealth provides investment management, financial planning, and consulting services to individuals, including high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and business entities. The firm manages approximately $425 million in assets and employs a diversified investment approach that includes mutual funds, ETFs, individual securities, independent managers, and alternative investments.
John D
CFP®, Series 63, Series 65
Troy, MI
MKD Wealth
John Devine is a CFP® professional with three years of industry experience, currently with MKD Wealth in Troy, MI. His prior roles include positions at Integrated Capital Management, JP Morgan Securities LLC, and Northwestern Mutual. MKD Wealth provides investment management, financial planning, family office coordination, and consulting services to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm manages approximately $505 million in assets and offers model portfolios across a range of risk levels, incorporating mutual funds, ETFs, individual securities, alternative investments, and digital assets.
Joseph M
Series 63, Series 66
Troy, MI
MKD Wealth
Joseph Mackey is a financial advisor at MKD Wealth with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at MKD Wealth Coaches, LLC and its predecessor firm since 2006. Mackey is also an independent insurance agent licensed to sell life, disability, and long-term care insurance, as well as annuities. MKD Wealth provides investment management, financial planning, family office coordination, and consulting services to individuals, pension plans, trusts, charitable organizations, and corporations. The firm manages approximately $505 million in assets and constructs diversified model portfolios across a range of risk levels using mutual funds, ETFs, individual securities, independent managers, alternative investments, and digital assets.
Katherine O
CFP®
Troy, MI
MKD Wealth
Katherine Osentoski is a CFP® professional with two years of industry experience, currently advising at MKD Wealth in Troy, MI. She has been involved with MKD Wealth Coaches, LLC since 2016. Osentoski is also a licensed independent insurance agent authorized to sell life, disability, and long-term care insurance. MKD Wealth is a team-based firm managing approximately $505 million in assets, providing investment management, financial planning, and family office services to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm uses model portfolios across various risk levels and incorporates alternative investments and digital assets within its investment approach.
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