Modern Capital Advisors (MCA) provides personalized investment advice through its representatives, including financial planning and asset management services. Financial planning can be comprehensive or focused on specific areas like retirement or college planning. MCA also offers asset management services, providing ongoing supervision of client accounts, which may include recommendations of investment strategies through third-party money managers. MCA representatives assist clients in selecting and monitoring these managers. MCA can also assist plan fiduciaries with retirement plan consulting.
Assets Under Management$290M
Clients1,561
Advisors19
Avg. per Client$180K
Avg. per Advisor$15M
Fee Structure
Minimum Investment:$5K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1M+ | 1.25% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...