MC2 Financial Advisers is a registered investment advisor based in Newtown Square, Pennsylvania, managing portfolios through asset allocation and diversification. The firm primarily recommends no-load mutual funds and exchange-traded funds, focusing on strategies tailored to each client's financial position, goals, and risk tolerance. In addition to managing investments held at qualified custodians, MC2 offers management services for held-away accounts using the Pontera platform. The firm also incorporates related financial planning and consulting services directly into its investment management relationships at no extra charge. MC2 does not participate in wrap-fee programs and operates on a fee-only basis without accepting commissions for selling securities.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.80% |
| $1M+ | 0.70% |
Management fees are not negotiable. For held-away accounts managed via Pontera, an additional annual fee of 0.25% applies.