MCA Cross Border Advisors and MCA Cross Border Capital provide financial planning and investment advisory services. MCA Advisors creates financial plans for Canadians moving to the U.S. and Americans moving to Canada, covering tax, estate planning, retirement, and healthcare. MCA Capital manages investments using exchange-traded fund models and may recommend pooled investment vehicles. For certain existing clients, MCA directs clients to third-party money managers that act as sub-advisors to MCA.
Assets Under Management$24M
Clients31
AdvisorsN/A
Avg. per Client$770K
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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