MCC Financial Advisors, operating as Turtair Capital Advisors, offers financial planning and investment management services. Financial planning covers retirement, investments, estate, college, and cash flow. Investment management includes asset allocation and selection of investment managers. MCC Financial Advisors typically works with high-net-worth individuals, families, and business owners with a net worth greater than $5 million, but may work with those with less.
Assets Under Management$92M
Clients27
Advisors1
Avg. per Client$3.4M
Avg. per Advisor$92M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 1.00% |
| $10M+ | 0.75% |
If clients have balances below $1 million, there could be a minimum fee of $5,000-10,000. In certain negotiated circumstances, MCC Financial Advisors may include financial planning along with investment management services, at no additional cost.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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