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
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Dean operates under the DBA Wells Investment Services since 2007. Since 2010, he sells non-variable insurance products, including Medicare Supplement plans, Medicare Advantage plans, and senior ancillary products, dedicating about 10-20% of his time to this activity.