MC Financial Services is a registered investment advisor that offers personalized investment management and financial planning services to individuals, trusts, and corporate clients. MC Financial Services uses a structured five-step planning process to analyze clients' goals, assess risk tolerance, and develop customized investment portfolios consisting of mutual funds, exchange-traded funds, and individual securities. In addition to individual wealth management, MC Financial Services provides consulting for qualified retirement plans and assists organizations with fiduciary oversight. The firm's team includes specialists with backgrounds in economics, tax preparation, and insurance, allowing them to offer coordinated advice covering retirement, tax strategies, and estate planning. Client portfolios are held with qualified custodians such as Charles Schwab and Company.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1M+ | 1.00% |
Fees are negotiable based on the aggregate value of related accounts, account complexity, or similar matters. Flat monthly or quarterly fees may be used in some cases.