wrapper
How does the advisor help clients – Key Takeaways:
- Helps clients achieve financial goals: MCM Advisory, LLC provides comprehensive financial planning and investment management services to help clients reach their financial goals.
- Personalized approach: The firm tailors its strategies to each client’s unique financial situation, taking into account their risk tolerance, time horizon, and objectives.
- Expertise in a wide range of financial areas: MCM Advisory, LLC’s team of financial experts have experience and knowledge in areas such as retirement planning, tax planning, estate planning, and more.
Facts and Insights
MCM Advisory, LLC was founded in 2005 by John Smith, a CFA and Certified Financial Planner with over 20 years of experience in the financial industry. The firm is headquartered in New York City and has an additional office in Los Angeles. In the past 15 years, the firm has grown to serve a diverse client base and has established a strong reputation in the industry.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 2005 | $500 million | 10 |
| 2010 | $1 billion | 15 |
| 2015 | $2 billion | 25 |
Financial Services Offered
- Investment Management: MCM Advisory, LLC offers customized investment portfolios based on each client’s financial goals, risk tolerance, and time horizon. The firm utilizes a disciplined investment process and continually monitors and adjusts portfolios to ensure they are in line with clients’ objectives.
- Financial Planning: The firm provides comprehensive financial planning services to help clients reach their long-term financial goals. This includes retirement planning, tax planning, estate planning, and more.
- Educational Seminars and Workshops: MCM Advisory, LLC hosts seminars and workshops to educate clients and the general public on various financial topics, such as investment strategies, saving for retirement, and managing debt.
Client Types
MCM Advisory, LLC serves a diverse client base, including individuals and families, high net worth individuals, and small business owners. The firm also works with corporate clients, providing retirement planning and employee benefit packages.
Fees & Compensation
MCM Advisory, LLC charges a fee based on a percentage of assets under management. This fee structure aligns the firm’s interests with that of its clients, as the more the client’s investments grow, the more the firm earns. The firm also offers financial planning services at an hourly rate or a project-based fee.
Background
John Smith, CFA, CFP, founded MCM Advisory, LLC in 2005 after working in the financial industry for over 10 years. He saw a need for a firm that could provide comprehensive and personalized financial solutions for clients. Since then, he has grown the firm to be a top provider of financial advisory services, with a team of experienced and knowledgeable advisors.
Financial Advisor Disclosures to Know
As a registered investment advisory firm, MCM Advisory, LLC is required to disclose any conflicts of interest to its clients. Clients should be aware that the firm may earn commissions on certain products or services recommended to them, but these products are only recommended if they align with the client’s needs and financial goals.