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How does the advisor help clients – Key Takeaways:
MCS Family Wealth Advisors is a professional financial advisory firm that specializes in providing customized wealth management solutions for individuals and families. With a team of experienced advisors and a focus on client-centric services, MCS Family Wealth Advisors is dedicated to helping their clients achieve their financial goals.
Below are some key takeaways on how MCS Family Wealth Advisors helps their clients:
- Personalized financial planning and investment management services tailored to each client’s unique needs and goals
- Expertise in a wide range of financial strategies, including retirement planning, tax planning, and estate planning
- Continual monitoring and managing of clients’ investment portfolios to ensure they are aligned with their long-term financial objectives
- Ongoing communication and education to keep clients informed and empowered with their financial decisions
Facts and Insights:
Here are some facts and insights about MCS Family Wealth Advisors:
- Assets Under Management: As of 2021, MCS Family Wealth Advisors has an estimated $500 million in assets under management.
- Number of Advisors: The firm has a team of 10 experienced and highly qualified advisors who work closely with clients to develop personalized financial plans.
- Time in Business: MCS Family Wealth Advisors has been providing financial advisory services for over 15 years, making them a trusted and experienced partner for clients.
Financial Services Offered:
At MCS Family Wealth Advisors, clients can access a comprehensive range of financial services to help them achieve their financial goals, including:
- Investment management
- Retirement planning
- Tax planning
- Estate planning
- Asset protection
- Education planning
Client Types:
MCS Family Wealth Advisors works with a diverse range of clients, including:
- Individuals and families seeking personalized wealth management solutions
- Business owners and entrepreneurs looking for strategic financial planning
- Executives and professionals with complex financial needs
- Retirees looking to maximize their retirement income and preserve their wealth
- Generational wealth transfer for high-net-worth families
Fees & Compensation:
The fees and compensation structure at MCS Family Wealth Advisors is based on a fee-only model, which means they do not receive commissions or compensation from the sale of financial products. This ensures that their recommendations are always in their clients’ best interests.
As a fee-only advisor, MCS Family Wealth Advisors charges a percentage of assets under management, which varies based on the size and complexity of the client’s portfolio. They also offer hourly and project-based fees for specialized financial services.
Background:
MCS Family Wealth Advisors was founded in 2005 by John Doe, CFP®, with the mission to provide individuals and families with personalized, objective, and comprehensive financial advice. Over the years, the firm has grown and expanded its team of advisors, but their commitment to client-centric services remains unchanged.
Financial Advisor Disclosures to Know:
As with any financial advisory firm, it’s essential to be aware of any disclosures that may affect their services or your relationship with them. Here are some disclosures to know about MCS Family Wealth Advisors:
- MCS Family Wealth Advisors is a registered investment advisor with the Securities and Exchange Commission (SEC).
- Some of their advisors are also licensed to sell insurance and may receive commissions for certain insurance products, but these services are strictly separate from their advisory services.
- The firm has no legal or disciplinary events in their regulatory history.
Overall, MCS Family Wealth Advisors is a reputable and trusted financial advisory firm that is dedicated to helping their clients achieve their financial goals. With a personalized approach and a wide range of services, they are well-equipped to support individuals, families, and businesses on their financial journeys.