MC Financial Management provides investment management services to individuals and business owners, covering investments, retirement, estate, business, college, and 401(k) planning. They manage investments on a discretionary basis. They also offer additional services like collecting mail, watching properties, and delivering tax documents for $85/hour.
Assets Under Management$48M
Clients54
Advisors2
Avg. per Client$890K
Avg. per Advisor$24M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.98% |
| $250K - $500K | 1.68% |
| $500K - $1.0M | 1.28% |
| $1M+ | 1.00% |
Fees may be negotiable for accounts over $1.5 million.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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