Assets Under Management
$861.0M
Number of Clients
316
Number of Advisors
5
Average Client AUM
$2.7M
AUM per Advisor
$172.2M
Compensation
Fee-Only (AUM)
MCM offers customized portfolio management services based on client needs, investing in stocks, bonds, ETFs, and mutual funds. They also provide financial planning services included in their investment management fee. MCM acts as a sub-advisor for other institutions.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $10.0M | 0.60% |
| $10M+ | 0.60% |
Fees negotiable for amounts over $10,000,000.
11460 Tomahawk Creek Parkway, Suite 410, Leawood, KS, 66211-7822