MFAC Financial Advisors provides personalized investment management, financial planning, and supervisory services to individuals, trusts, estates, and pension plans. Founded in 2001 and led by Mitchell Freedman, the firm creates diversified portfolios primarily using indexed mutual funds, exchange-traded funds, and actively managed mutual funds with the goals of preserving capital and achieving growth or income. In addition to managing portfolios, MFAC Financial Advisors offers one-time or ongoing financial planning covering retirement, estate planning, cash flow, insurance, and executive compensation. The firm also oversees fixed income separate account managers for clients seeking specialized supervision. MFAC Financial Advisors collaborates closely with clients to build tailored asset allocation strategies that match their individual risk tolerance, time horizon, and liquidity needs.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Maximum annual fee is 1.0% of assets under management, subject to negotiation under certain circumstances. An initial setup fee of 0.25% applies.
