Assets Under Management
$3.3B
Number of Clients
2,827
Number of Advisors
18
Average Client AUM
$1.2M
AUM per Advisor
$185.0M
Compensation
Fee-Only (AUM)Fixed/Hourly
MCF Advisors provides wealth management services to individuals and small businesses, including financial planning, portfolio management, tax advisory, and accounting services. MCF Institutional provides portfolio management and pension consulting to businesses and institutions. Clients can choose services individually.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $3.0M | 1.00% |
| $3.0M - $10.0M | 0.50% |
| $10M+ | 0.40% |
333 West Vine Street, Suite 1740, Lexington, KY, 40507