Mfac Financial Advisors, INC.

Fee-Only (% of Portfolio)Fixed/Hourly

MFAC Financial Advisors offers investment advice through three programs: managing investments using mutual funds and exchange-traded funds, providing financial planning for personal needs and investment strategies, and overseeing fixed income separate account managers. The firm aims to preserve capital and achieve growth/income. They develop asset allocation plans based on client goals and risk tolerance. Financial planning includes goal clarification, portfolio review, and planning for retirement, estate, and education.

Assets Under Management$66M
Clients14
Advisors1
Avg. per Client$4.7M
Avg. per Advisor$66M

Fee Structure

Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Maximum annual fee is 1.0%, subject to negotiation under certain circumstances.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Loading...
Location

1 Advisors at this firm

Mfac Financial Advisors, INC. | TrueAdvisor