MCF Advisors provides financial planning and investment management to individuals, small businesses, and institutional clients. MCF offers wealth management services such as financial planning, portfolio management, tax advisory, and accounting services. MCF Institutional provides portfolio management for businesses and institutional clients, pension consulting, and selection of other advisors. Clients can impose reasonable restrictions on their investments.
Assets Under Management$3.3B
Clients2,827
Advisors24
Avg. per Client$1.2M
Avg. per Advisor$140M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $10.0M | 0.50% |
| $10M+ | 0.40% |
If the market value of the assets under management is less than $500,000.00 on the initial billing date, an annual fee of 1.25% will apply to all assets under management. MCF Institutional charges 0.50% annually for its asset allocation models.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location
24 Advisors at this firm
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