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 $3.0M | 1.00% |
| $3.0M - $10.0M | 0.50% |
| $10M+ | 0.40% |
If the market value of the assets under management is less than $500,000.00 on the initial billing date, an annual fee of 1.25% will apply to all assets under management. Should the market value of the assets under management decrease below $500,000.00 after a lower rate has been previously applied, MCF will honor the lower rate.
Fee Estimator
MCF's fees are based on a combination of fixed and asset-based fees, depending on the services you choose. Financial planning fees range from $200 to $1,000 or more per month. Investment management fees are based on the assets managed, with a rate of 1.25% applying to all assets under management if the market value of the assets under management is less than $500,000.00 on the initial billing date. Tax return preparation has a minimum fee of $625 per engagement. MCF also offers private investment funds with potentially reduced management fees for large commitments. Envestnet managed account programs have additional fees of 2 to 10 basis points per account, with a $50 minimum annual fee per account. Many clients have grandfathered fee schedules that may be higher or lower than the current schedule.
Areas of Practice
Advisor Information
Office location
333 West Vine Street, Suite 1740, Lexington, KY, 40507
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 Activities
Robert serves on the board of directors for Corporex Family of Companies, a commercial real estate business, dedicating minimal time. He is also a member of Roebling Capital Partners, a private placement firm, and spends minimal time on this activity as well.