MCS Family Wealth Advisors is an independent, fee-only wealth management firm founded in 1991 and based in Bend and Eugene, Oregon. The firm specializes in providing comprehensive investment management and financial planning for high-net-worth individuals, families, business owners, and family businesses. MCS Family Wealth Advisors takes a conservative, research-backed investment approach designed to manage risk and produce predictable long-term growth by utilizing individual stocks, bonds, and mutual funds. In addition to portfolio management, the firm offers comprehensive financial planning covering retirement, estate planning, tax strategies, education funding, and family business succession, as well as hourly consulting for specialized topics such as expert witness testimony or family wealth counseling.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 0.95% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.70% |
Annual fee is subject to a $19,000 minimum. Balances over $10,000,000 are negotiable.
