MFC Portfolios is a wealth management firm that specializes in managing investment portfolios and providing retirement planning services for high net worth individuals. Their services include retirement planning, education planning, insurance planning, estate planning, and tax planning. When managing investments, MFC Portfolios considers each client's financial situation, risk tolerance, and personal circumstances.
Assets Under Management$56M
Clients40
Advisors1
Avg. per Client$1.4M
Avg. per Advisor$56M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.25% |
| $2M+ | 1.00% |
Fees are negotiable for accounts exceeding $2,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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