MC Wealth Advisors provides investment advice and financial planning to individuals, high net worth individuals, families, and businesses. MC Wealth Advisors manages client investment portfolios on a discretionary or non-discretionary basis, investing primarily in equities, bonds, mutual funds, and exchange-traded funds. The firm also offers financial planning services, which may be part of the investment advisory engagement or a separate agreement.
Assets Under Management$2.2M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$2.2M
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.35% |
| $500K - $750K | 1.25% |
| $750K - $1.0M | 1.10% |
| $1M+ | 1.00% |
Fees are negotiable based on several factors.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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