Investment advisory fees are billed quarterly in advance, based on the assets under management. The fee schedule starts at 1.1% annually, reduced to 0.6% based on assets. Fees are negotiable in extraordinary circumstances. There is an hourly fee of $500 for financial planning. For clients using only private alternative investments, MCM directly invoices quarterly. Advanced Legacy Planning has a flat fee of $9,500. If MCM implements the legacy plan, they charge 15 basis points against the estate's value, less the initial $9,500 charge. The minimum account size is $2,000,000, but this may be waived at MCM's discretion.
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