Assets Under Management
$306.1M
Number of Clients
170
Number of Advisors
3
Average Client AUM
$1.8M
AUM per Advisor
$102.0M
Compensation
Fee-Only (AUM)Fixed/Hourly
MCM offers individually tailored investment portfolios and financial planning services. They develop investment plans based on client goals, risk tolerance, and liquidity needs. They provide discretionary and non-discretionary account management, and also offer consulting services on specific financial topics.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Household accounts can be combined for breakpoint determination. Some legacy clients have negotiated fees.
8001 Quaker Avenue, Suite J, Lubbock, TX, 79424