MCM Advisory offers investment advice, investment management, securities brokerage, fixed and variable annuities, and other financial services. MCM tailors its advisory services to the individual needs of clients based on their unique needs and objectives, circumstances, risk tolerance, and time horizons. MCM acts as a fiduciary, putting the client's interest first.
Assets Under Management$43M
Clients48
Advisors1
Avg. per Client$890K
Avg. per Advisor$43M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $750K | 1.25% |
| $750K - $2.0M | 0.98% |
| $2M+ | 0.80% |
Fees are decreased as a client's asset base grows and breakpoints are met. Unlike the tiered fee schedule, once a breakpoint is met all of the assets back to dollar one, are then charged at the new lower percentage rate.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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