How does MDC FINANCIAL CONSULTING, LLC help clients – Key Takeaways:
MDC FINANCIAL CONSULTING, LLC provides comprehensive financial advice and strategies to help clients achieve their financial goals and maximize their wealth potential.
- Offers personalized and customized solutions tailored to each client’s unique financial situation
- Provides ongoing support and guidance to help clients stay on track with their financial plans
- Offers a wide range of financial services to meet the diverse needs of clients
- Utilizes a team-based approach to provide clients with a holistic view of their financial situation
Facts and Insights
MDC FINANCIAL CONSULTING, LLC was founded in 2005 and is headquartered in New York City. The firm is dedicated to providing high-quality financial solutions and advice to individuals and businesses alike.
In addition to their financial expertise, the team at MDC FINANCIAL CONSULTING, LLC also has a strong commitment to giving back to their community and supporting various charitable causes.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $1.2 billion | 15 | 16 years |
Financial Services Offered
As a full-service financial consulting firm, MDC FINANCIAL CONSULTING, LLC offers a wide range of financial services to meet the diverse needs of their clients, including:
- Financial planning
- Investment management
- Tax planning and preparation
- Estate planning
- Retirement planning
- Insurance solutions
Client Types
MDC FINANCIAL CONSULTING, LLC is dedicated to serving a variety of clients, including:
- Individuals and families
- Business owners
- Corporate executives
- Retirees
- Trusts and estates
- Non-profit organizations
Fees & Compensation
MDC FINANCIAL CONSULTING, LLC operates on a fee-only basis, meaning they do not earn commissions or fees for recommending specific products or services. Instead, they charge a percentage of assets under management or an hourly rate for their services.
This fee structure allows the advisors at MDC FINANCIAL CONSULTING, LLC to provide objective and unbiased advice in the best interest of their clients.
Background
MDC FINANCIAL CONSULTING, LLC was founded by financial experts with extensive experience in the industry. The firm’s advisors hold various certifications, including Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA), demonstrating their knowledge and expertise in financial planning and investment management.
Financial Advisor Disclosures to Know
As a registered investment advisor, MDC FINANCIAL CONSULTING, LLC is required to disclose any potential conflicts of interest to their clients. It is important for clients to review and understand these disclosures before engaging in any services or investment decisions with the firm.