MCN Investment Management Co. provides ongoing investment account management, creating customized portfolios based on client objectives, time frame, and risk tolerance. MCN also offers retirement plan consulting services to qualified plans, including participant enrollment and education. MCN requests authority to make trades without asking first. Investment recommendations are based on performance risk, fees, tax efficiency, and client preferences.
Assets Under Management$90M
Clients65
Advisors1
Avg. per Client$1.4M
Avg. per Advisor$90M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.00% |
| $250K - $500K | 0.75% |
| $500K - $1.0M | 0.55% |
| $1.0M - $2.5M | 0.45% |
| $2.5M+ | 0.35% |
The management fee is negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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