Areas of Practice
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | Included |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.70% |
First $2,000,000: $19,000 annually. Balances over $10,000,000: Negotiable. Where an exception to this minimum is granted for grandfathered Clients or for family members of Clients or employees, the minimum annual Fee may be expressed as 0.95% of assets with lower annual minimum amounts or, for Allied Professionals ( defined as an attorney, tax professional or consultant with whom MCS shares, or shared, a client), 0.95% of assets with a $9,500 annual minimum fee. In any case, the annual fee will not exceed 3% of the value of assets under management.
Fee Estimator
Location
750 NW Charbonneau, Ste 201, Bend, OR, 97703
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Mcs Family Wealth Advisors
State Registrations2 states
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