Mcs Family Wealth Advisors
Assets Under Management
$156.8M
Number of Clients
68
Number of Advisors
2
Avg. Portfolio per Client
$2.3M
Avg. Managed per Advisor
$78.4M
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
About This Firm
MCS Family Wealth Advisors provides investment management and financial planning services to individuals, families, pension plans, business owners, and family businesses. MCS specializes in wealth management strategies for high-net-worth clients. MCS is an independent, fee-only firm, meaning it works directly for clients and is not influenced by commissions or referral rewards.
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
Areas of Practice
Location
OR, United States
