Financial Advisory Services (FAS) acts as a solicitor, connecting clients with third-party money managers. FAS discusses suitable managers with clients and may contract with them for financial planning services. Clients sign agreements directly with the third-party manager, who pays FAS a portion of their fees for the referral. Clients can contact and terminate agreements with the third-party manager directly.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees over $10,000,000 are negotiable. FAS receives 20% of the total investment management fees earned by MCP after the receipt of such fees.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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