Assets Under Management
$3.3B
Number of Clients
14,898
Number of Advisors
394
Average Client AUM
$223K
AUM per Advisor
$8.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
MCAS provides investment advisory services including portfolio management (discretionary and non-discretionary), financial planning, and consulting. They use client profiles to recommend suitable services. Recommendations may include brokerage and/or insurance services. Fees are negotiable and may be waived for family/friends of employees.
11440 Jog Road, Palm Beach Gardens, FL, 33418