MCC Financial Advisors, operating as Turtair Capital Advisors, provides comprehensive financial planning and investment management services primarily to high-net-worth individuals, families, and business owners. The firm helps clients navigate retirement planning, investment strategies, asset allocation, estate planning, college savings, and cash flow analysis. MCC Financial Advisors creates personalized strategies and can coordinate with outside professionals, such as attorneys and accountants, to address complex financial situations. When managing investments, the firm handles asset allocation, selects independent managers and funds, and monitors portfolios over time. MCC Financial Advisors generally works with clients who have a net worth of $5 million or more and an account minimum of $250,000, though portfolio management typically requires at least $2.5 million.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 1.00% |
| $10M+ | 0.75% |
Accounts below $1 million may be subject to a minimum annual fee of $5,000 to $10,000. Financial planning may be included at no extra cost in negotiated circumstances.