MCS Family Wealth Advisors provides investment management and financial planning services to individuals, families, pension plans, business owners, and family businesses. MCS specializes in wealth management strategies for high-net-worth clients. As a fee-only firm, MCS is not influenced by commissions or referral rewards and provides unbiased, tailored recommendations. MCS's financial philosophy is based on conservative risk-taking for consistent long-term asset growth.
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.
