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% |
| $5.0M - $20.0M | 0.50% |
| $20M+ | 0.40% |
Fees are generally negotiable.
Fee Estimator
You'll pay an annual fee based on your portfolio size (see rates in table). For example, a $1,500,000 portfolio would cost approximately $13,125 per year. These fees are negotiable. Clients are responsible for third-party fees such as custodian and brokerage fees. The account minimum for MCC’s services is $1 million.
Areas of Practice
Advisor Information
Office location
Skokie, IL
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
Richard is involved in several business activities, including managing an investment fund through RAM VC Management, advising eFinery Energy LLC, co-founding The Financial Professionals Coalition, and serving on the Executive Board of 11.2 Ventures, LLC. These activities require minimal time commitment, ranging from a few hours per week to minimal time per month.