Michael Stalker is a CFA-designated registered investment advisor at Mcs Family Wealth Advisors, based in Bend, OR, with 28 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 65 clients with $160M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 0.95% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.70% |
Annual fee will not exceed 3% of the value of assets under management. Balances over $10,000,000 are negotiable. Where an exception to this minimum is granted for grandfathered Clients or for family members of Clients or employees, the minimum annual Fee may be expressed as 0.95% of assets with lower annual minimum amounts or, for Allied Professionals (defined as an attorney, tax professional or consultant with whom MCS shares, or shared, a client), 0.95% of assets with a $9,500 annual minimum fee.
Fee Estimator
Location
750 NW Charbonneau, Ste 201, Bend, OR, 97703
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Mcs Family Wealth Advisors
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.