MC Financial Services (MCFS) offers investment advisory and financial planning services to individuals, trusts, and corporations. MCFS uses a 5-step planning process. Services include investment advice for mutual funds, exchange traded funds, and listed securities. MCFS also provides financial planning services covering areas like education, retirement, and estate planning. For qualified pension plans, MCFS offers investment advisory and co-fiduciary services.
Fee Structure
MC Financial Services generally charges up to 2% of your portfolio per year for investment management if your account is under $1 million, and up to 1% if it's over $1 million. The exact fee is negotiable. Fees are paid quarterly from your account. In some cases, MCFS may agree to an ongoing monthly or quarterly flat fee.