MCA Cross Border Advisors and MCA Cross Border Capital offer financial planning and investment advisory services. Financial planning focuses on Canadians moving to the U.S. and Americans moving to Canada, addressing tax, estate planning, and retirement goals. Investment advisory services include recommending equity and fixed-income securities, pooled investment vehicles, and utilizing in-house exchange traded fund (ETF) models. For certain existing clients, MCA may direct clients to third-party money managers.
Assets Under Management$15M
Clients19
AdvisorsN/A
Avg. per Client$780K
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.95% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.65% |
| $5.0M - $10.0M | 0.35% |
| $10M+ | 0.35% |
Fees negotiable for amounts greater than $10,000,000. For certain existing clients, an additional fee of 0.40% is charged on assets allocated to a sub-advisor.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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