MCC Wealth Influencers provides customized financial plans and investment strategies tailored to clients' financial goals. Services include investment management with discretionary portfolio management, and comprehensive financial planning covering budgeting, retirement, tax, and estate planning. MCC Wealth also offers stand-alone, hourly, and subscription-based financial planning consultations.
Assets Under Management$870K
Clients7
Advisors1
Avg. per Client$120K
Avg. per Advisor$870K
Fee Structure
Minimum Investment:$350K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $350K | 1.20% |
| $350K - $750K | 1.10% |
| $750K - $1000K | 0.95% |
| $1.0M - $2.0M | 0.80% |
| $2M+ | 0.80% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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