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.
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Maximum annual fee is 1.0%, subject to negotiation under certain circumstances.