Money is not an end in itself; it is a means to ends.
For MCS, those ends are about ensuring family prosperity for multiple generations.
- Find the levers of wealth creation for each client.
- Structure investment strategy and advice to support client wealth creation.
- Understand that risks to family prosperity are not just financial.
- Recognize that less worry about money means greater opportunity for a life well spent.
As Oregon fee-only financial advisors, we see ourselves not just as providers of family wealth management services, but moreso as wealth counselors. Our fiduciary mindset places an emphasis on helping you ensure family prosperity continues for multiple generations.
As stated in our Form ADV Part 2, our standard fee schedule is as follows:
First $2,000,000: $19,000 annually
Next $3,000,000: 0.85%
Next $5,000,000: 0.70%
Balances over $10,000,000: Negotiable
Note: When comparing advisors, it is important to look beyond the advisor’s stated fee to the “fee stack,” or the total fees and expenses you will pay for your advice. A low advisor fee does not necessarily mean low fees overall. Total fees include sub-advisory, mutual fund, wrap, private fund, transaction, and other costs. Be wary of advisors who cannot give you a reasonable estimate (within 0.10%) of the total annual expenses you will pay. Please review our blog for more on how MCS fees compare to other advisors.
Planning and consulting fees range from $250-$400 per hour, depending on the service provided. Our minimum engagement for new clients is $5,000.
Founded in 1991, MCS Family Wealth Advisors is the creation of founder and principal Michael Stalker.
At MCS, relationships aren’t just about family and business, they’re about community.
MCS Family Wealth Advisors offers you a team with more than 55 years of experience serving clients’ portfolio management, securities, financial planning, and family wealth needs.