MCF Advisors, LLC offers comprehensive wealth management services, combining investment portfolio management with personalized financial planning for individuals, families, and small businesses. The firm utilizes tactical asset allocation and can coordinate specialized services such as tax return preparation and filing, accounting, chief financial officer services, and estate planning consultations. MCF Advisors, LLC also provides access to private investment funds and specialized institutional consulting. Clients can engage the firm for bundled wealth management experiences or standalone advisory services.
Assets Under Management$4.7B
Clients3,539
Advisors33
Avg. per Client$1.3M
Avg. per Advisor$140M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $10.0M | 0.50% |
| $10M+ | 0.40% |
Accounts with an initial value under $500,000 are charged an annual rate of 1.25%. Fees are negotiable on an individual basis.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location
33 Advisors at this firm
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