This spring, MCS participated in a survey performed by Inside Information, a financial industry publication produced by Bob Veres. From 956 responses, a majority of which were fee-only advisors like us, we found that MCS clients with $1-$2 million accounts pay 61% of what the median clients in the Inside Information report pay for their […]
How do MCS Fees Compare To Other Advisors? Read More »
If MCS clients’ investments were treated as one large portfolio including their cash, on average clients gained 2.68% so far this year (through June 30, 2017), after fees. The range of individual client returns was from 0.60% to 8.24%. For comparison purposes, the S&P 500 Total Return Stock index earned 9.34%, and the Barclays Aggregate
2017 Second Quarter Newsletter & Outlook1 Read More »
Contact MCS
Toll Free 800-525-8808
Phone 541-345-7023
750 NW Charbonneau St. Suite 201
Bend, OR 97703
79 Centennial Loop
Eugene, OR 97401
© 2021 MCS Financial Advisors, LLC. The information on this website does not describe every aspect of our investment advisory services nor does it contain all of our performance records, and it is intended for residents of the United States. Information provided is obtained from sources we believe to be reliable but is not guaranteed. Past results are not indicative of future performance. For more information, view our Form ADV Part 2 or our Privacy Policy. MCS Family Wealth Advisors® is owned by MCS Financial Advisors, LLC (MCS), an investment adviser registered with the United States Securities and Exchange Commission. We only conduct business where properly registered or exempt from registration.
