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 $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
When determining the breakpoints for fee billing, we will combine the value of household accounts. Some legacy clients have negotiated fees that differ from the above fee schedule.
Fee Estimator
MCM charges an annual fee based on a percentage of assets under management (see table above). Consulting services are billed at $250 per hour. Financial planning services start at $1,000 per year, billed bi-annually, and may be waived for clients with over $150,000 in assets under management. Fees and account minimums are negotiable at MCM's discretion. The minimum relationship size is $250,000 and/or a minimum annual fee of $2,500.
Areas of Practice
Advisor Information
Office location
8001 Quaker Avenue, Suite J, Lubbock, TX, 79424
Get directionsRegulatory History
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