MC Investments & Advisory LLC (MCIA) provides portfolio management services tailored to individual client goals, objectives, and risk tolerance. MCIA also offers financial planning services covering investment planning, insurance, tax concerns, retirement, college, and debt/credit planning. MCIA generally limits its investment advice to mutual funds, fixed income securities, real estate funds, equities, ETFs, treasury inflation protected bonds, commodities, non-U.S. securities, venture capital funds and private placements.
Assets Under Management$4M
Clients1
Advisors1
Avg. per Client$4M
Avg. per Advisor$4M
Fee Structure
Minimum Investment:$300K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 1.00% |
Fees are generally negotiable. Qualified clients can pay 1.00% of assets under management along with a 20.00% performance fee based on capital appreciation.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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