MC2 Financial Advisers provides investment management, financial planning, and consulting services. Investment strategies are based on asset allocation and diversification, considering a client's financial position, goals, and risk tolerance. MC2 primarily uses mutual funds and exchange-traded funds (ETFs). They also offer wealth management services for accounts held at other custodians through Pontera.
Assets Under Management$65M
Clients66
Advisors2
Avg. per Client$980K
Avg. per Advisor$32M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.80% |
| $1M+ | 0.70% |
An additional 0.25% fee is charged for assets managed through Pontera.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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