Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1M+ | 1.25% |
Fees are negotiable.
Fee Estimator
Financial planning fees range from $250 to $750 per hour and are negotiable. Asset management fees are billed monthly, quarterly, or annually, based on asset value. The standard fee schedule is up to 2.0% on accounts up to $250,000, up to 1.75% on accounts over $250,000 and up to $500,000, up to 1.5% on accounts over $500,000 and up to $1,000,000, and up to 1.25% on accounts above $1,000,000. Retirement plan consulting fees vary, typically $500 to $1,000 per month. MCA may receive a portion of fees from third-party money manager referrals.
Areas of Practice
Advisor Information
Office location
7780 Brier Creek Parkway, Suite 325, Raleigh, NC, 27617
Get directionsRegulatory History (4)
Judgment / Lien
November 2016Judgment / Lien
June 2015Judgment / Lien
December 2014Judgment / Lien
September 2014Other Business ActivitiesSells Insurance
Ronald is a musician and band leader/drummer for Wishing Star Entertainment Group LLC, dedicating about 10-20% of his time to this non-investment related activity since 2006. He also appears to be involved with group benefits insurance through Skylands Financial Group LLC.