MDC Financial Consulting offers personalized financial planning and investment management. Services include determining financial objectives, identifying problems, cash flow management, tax planning, insurance review, investment advice, education funding, retirement planning, and estate planning. MDC Financial Consulting manages investments but doesn't hold client assets; a third-party custodian does. MDC Financial Consulting is a fee-only firm and doesn't sell commissioned products.
Assets Under Management$15M
Clients18
Advisors1
Avg. per Client$810K
Avg. per Advisor$15M
Fee Structure
Minimum Investment:$25K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 1.50% |
| $50K - $250K | 1.25% |
| $250K - $750K | 1.00% |
| $750K+ | 0.75% |
Schedule is for discretionary accounts. Non-discretionary accounts have slightly higher fees: Up to $50,000: 1.60%, $50,000.01 to $250,000: 1.35%, $250,000.01 to $750,000: 1.10%, Over $750,000: 0.85%. Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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