{"id":6961,"date":"2023-03-16T12:43:27","date_gmt":"2023-03-16T12:43:27","guid":{"rendered":"https:\/\/2025mcmwebsite.com\/?page_id=6961"},"modified":"2025-07-30T23:21:42","modified_gmt":"2025-07-30T23:21:42","slug":"client-fees","status":"publish","type":"page","link":"https:\/\/www.2025mcmwebsite.com\/index.php\/client-fees\/","title":{"rendered":"Client Fees"},"content":{"rendered":"\t\t
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Client Fees<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t
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Your Fiduciary<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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We make investment recommendations after we’ve learned about you through our Discovery Process. We educate you on the choices we recommend so the decisions you make are fully informed. This aligns our interests with yours.<\/p>

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Fee-Only<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Investment and planning services are charged on a fee only basis (fee schedules below). We do not accept commissions of any sort on investments we recommend. However, unrelated to client investing, we do receive fees from our specialty partner M&A firms on business owner referrals we make to them that are successfully sold.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t

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New Client Relationships<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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We take a long-term view. We build client relationships that last decades or lifetimes. We begin by satisfying initial client needs and the relationship naturally evolves and expands over time. We’re selective in the clients we work with to be sure that we can provide the long-term benefit they expect.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t

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ANNUAL ADVISOR FEE* SCHEDULE<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t
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Aggregate Assets <\/strong><\/h3>\n

Managed by Advisor<\/strong><\/h3>\n<\/td>\n

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Breakpoint<\/strong><\/h3>\n<\/td>\n

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Asset-Based Fee <\/strong><\/h3>\n

(Payable Quarterly)<\/strong><\/h3>\n<\/td>\n<\/tr>\n

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Up to $2,500,000<\/h5>\n<\/td>\n
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N\/A<\/h5>\n<\/td>\n
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0.275% (1.10% annually)<\/h5>\n<\/td>\n<\/tr>\n
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$2,500,001 – $5,000,000<\/h5>\n<\/td>\n
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$2,500,000<\/h5>\n<\/td>\n
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0.225% (0.9% annually)<\/h5>\n<\/td>\n<\/tr>\n
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$5,000,001 – S10,000,000<\/h5>\n<\/td>\n
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$5,000,000<\/h5>\n<\/td>\n
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0.200% (0.8% annually)<\/h5>\n<\/td>\n<\/tr>\n
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$10,000,001 – $15,000,000<\/h5>\n<\/td>\n
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$10,000,000<\/h5>\n<\/td>\n
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0.175% (0.7% annually)<\/h5>\n<\/td>\n<\/tr>\n
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$15,000,001 – $20,000,000<\/h5>\n<\/td>\n
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$15,000,000<\/h5>\n<\/td>\n
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0.150% (0.6% annually)<\/h5>\n<\/td>\n<\/tr>\n
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$20,000,001+<\/h5>\n<\/td>\n
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0.125% (0.5% annually)<\/h5>\n<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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* Advisory fee:<\/strong><\/p>

Includes:<\/strong> Client discovery, wealth planning, investment research, public and private manager access, custom allocation design, ongoing client meetings, daily performance reporting, operational Q&A and implementation, website portal access for secured client lifestyle plan and legacy planning documents.<\/p>

Excludes:<\/strong>\u00a0Investment managers’ sub-advisory fees, mutual fund and ETF expense charges, custodial fees, and transaction costs.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t

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foundational planning Fee<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t
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Living Trust Package:<\/b> Our service package includes a comprehensive set of key components: 1) Revocable Living Trust, 2) Pour-Over Last Will, 3) Durable General Financial Power of Attorney, 4) Durable Health Care Power of Attorney\/Proxy (with living will\/advance directive and HIPAA waiver), 5) Assignment of Tangible Personal Property, 6) Specific Gift List Form, and 7) One Real Estate Deed.<\/p>\n

We will price this to fit client\u2019s particular circumstances. This package may be executed on a \u201cdo-it-yourself\u201d basis, an advisor-guided basis by MCM or through a specialty attorney. Each option will be priced accordingly.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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advanced legacy planning Fee<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Steps 1-3: <\/b><\/span>Understanding Our Client<\/b>: $9,500 <\/b><\/span><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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(a) Interview to discover overall client needs<\/p>

(b) Analysis of current trust documents<\/p>

(c) Estate planning discovery: needs, goals, aspirations<\/p>

(d) Data gathering and input<\/p>

(e) Initial valuations of your business and\/or properties<\/p>

(f) Lifestyle \/ Retirement plan creation<\/p>

(g) Estate tax exposure projection<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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Steps 4-6: Creating Your Legacy Plan<\/b><\/p>

Step 4 \/ Designing Your Legacy Plan: $7,500<\/b><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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(a) MCM w\/our attorneys review all aspects of your client profile from Steps 1-3.<\/span><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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(b) MCM w\/our attorneys design your optimal legacy plan (with financial <\/span>projections) covering both foundational & advanced legacy planning <\/span>needs.<\/span><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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(c) Client education, communication, and execution-oversight of your design.  <\/span><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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Step 5 \/ Documenting Your Legacy Plan: Fees will vary for each plan design. You will pre-approve costs before document work begins. We utilize a <\/span>cost-effective approach to producing documents.<\/span><\/span><\/p>\n

Step 6 \/ Activating Your Legacy Plan: Fees will vary for each plan design. Fees may include: (a) IRS qualified valuations for your business, property or <\/span>other assets, (b) unique residency issues for your state, (c) other costs.<\/span><\/span><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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NOTES:<\/b><\/span><\/strong><\/p>\n

1. As we progress through Steps 1-5, MCM will invoice client for upfront payments. Legal costs will be paid by MCM to our partner law firm on client\u2019s behalf. Step 6 may require that client have a direct billing relationship with our law firm partner.<\/span><\/p>\n

2. MCM will oversee and quarterback this process from beginning to end to simplify and ease this process for our clients.<\/span><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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Cash Management\/M&A Escrow Fees<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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MCM charges 0.30% (30 basis points) annually for money market, demand deposit, treasury, or municipal bond cash management solutions. MCM\u2019s standard fee above applies for enhanced yield investments. MCM also charges a one-time set-up fee of $1000 per escrow agreement.<\/h5>\n
UMB Bank customizes their escrow account fees based on the extent of work and time required to support each M&A escrow transaction.<\/h5>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t
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Lifestyle PLANNING FEE<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t
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Lifestyle\/retirement planning typically requires 8 to 12 hours to complete. 3-4 hours are typically spent with clients. The remainder is spent doing analysis, design, refinement, and deliverables. At $425\/hour the cost for a client\u2019s initial plan will typically range from $3,500 to $5,000. The actual fee may change based on each client\u2019s circumstances. MCM will credit planning fees against the client\u2019s AUM fee (with a minimum of $1M) for new accounts established within 12 months after completion of a plan.<\/h5>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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consulting & comprhensive planning oversight fee<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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MCM charges $425\/hour for consulting and overseeing specific projects for clients. We will work out a related monthly retainer with each client before work begins.<\/h5>\n
MCM offers a range of personal planning services including lifestyle planning, income tax mitigation, and insurance services (see Comprehensive Personal Planning services page<\/a>). When there are multiple components to the personal plan, MCM offers quarterbacking \/ oversight services to ease the planning process for clients. MCM will oversee the process without charge for clients with a minimum of $2.5 million under MCM\u2019s management. MCM will otherwise charge $425\/hour for oversight services unless otherwise agreed.<\/h5>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Friends & Family Referral Program<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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MCM offers our clients a friends and family referral program: Referred clients receive a 1-year 15% advisory fee discount. Referring clients receive the same dollar for dollar discount received by the referred client over 1-year. We look forward to serving your children, relatives and friends.<\/h5>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t
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We Are\u00a0Second-Opinion\u00a0<\/span><\/p>

Portfolio Specialists<\/span><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t

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Click for our po\"\"<\/a>dcast discussing the benefits of a portfolio second opinion<\/span><\/h4>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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\n\n\t\t\t\t\n\t\t\t\t\tSchedule a Meeting With Our Founder\t\t\t\t<\/span>\n\n\t\t\t\t\t\t\t<\/div>\n\n\t\t\t\n\t\t<\/div>\n\t\t\t\t\t<\/a>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"

Client Fees Your Fiduciary We make investment recommendations after we’ve learned about you through our Discovery Process. We educate you on the choices we recommend so the decisions you make are fully informed. This aligns our interests with yours. \u00a0 Fee-Only Investment and planning services are charged on a fee only basis (fee schedules below). […]<\/p>\n","protected":false},"author":2,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"elementor_header_footer","meta":{"om_disable_all_campaigns":false,"_uf_show_specific_survey":0,"_uf_disable_surveys":false,"footnotes":""},"class_list":["post-6961","page","type-page","status-publish","hentry"],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.2025mcmwebsite.com\/index.php\/wp-json\/wp\/v2\/pages\/6961","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.2025mcmwebsite.com\/index.php\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/www.2025mcmwebsite.com\/index.php\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/www.2025mcmwebsite.com\/index.php\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.2025mcmwebsite.com\/index.php\/wp-json\/wp\/v2\/comments?post=6961"}],"version-history":[{"count":342,"href":"https:\/\/www.2025mcmwebsite.com\/index.php\/wp-json\/wp\/v2\/pages\/6961\/revisions"}],"predecessor-version":[{"id":17140,"href":"https:\/\/www.2025mcmwebsite.com\/index.php\/wp-json\/wp\/v2\/pages\/6961\/revisions\/17140"}],"wp:attachment":[{"href":"https:\/\/www.2025mcmwebsite.com\/index.php\/wp-json\/wp\/v2\/media?parent=6961"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}