Assets Under Management
$2.5B
Number of Clients
1,861
Number of Advisors
27
Average Client AUM
$1.4M
AUM per Advisor
$93.8M
Compensation
Fee-Only (AUM)Fixed/Hourly
MCWS offers financial planning, consulting, investment management, and wealth management services. They evaluate clients' financial situations and provide recommendations. MCWS primarily allocates assets among mutual funds, ETFs, individual debt and equity securities, and/or options, as well as independent investment managers.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.40% |
| $25M+ | 0.40% |
Fees above $25,000,000 are negotiable. Minimum annual fee of $3,000.
2100 Market Street, Wheeling, WV, 26003