MFC Portfolios is a wealth management firm specializing in high net worth investment portfolio management and comprehensive retirement planning. MFC Portfolios assists clients in developing customized investment strategies using general securities such as exchange-traded funds, stocks, bonds, and government securities. In addition to managing investments, MFC Portfolios provides financial planning covering retirement, education, insurance, estate planning, and tax planning. The firm tailors its services through consultations to understand each client's individual goals, risk tolerance, and personal circumstances. MFC Portfolios manages accounts on a discretionary basis, meaning they make trades on behalf of clients without asking first, while allowing clients to place restrictions on certain investments. Portfolios are reviewed weekly, and the firm utilizes a diversified asset allocation methodology with tactical risk management strategies designed to reduce risk during market downturns.
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.25% |
| $2M+ | 1.00% |
Fee for accounts over $2,000,000 is negotiable.