McS Family Wealth Advisors's Form ADV discloses 0.95% on the first $2 million, 0.85% on the next $3 million, 0.70% on the next $5 million, and negotiable rates above $10 million. See complete fee breakdown ↓
Yes. As an SEC-registered investment advisor (CRD #106327), McS Family Wealth Advisors is subject to fiduciary duty under federal law.
McS Family Wealth Advisors serves 54 high-net-worth clients according to their SEC filing dated February 6, 2026. View client details ↓
According to their SEC Form ADV, McS Family Wealth Advisors offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
McS Family Wealth Advisors manages $163 million in client assets according to their SEC filing dated February 6, 2026.
According to their SEC Form ADV, McS Family Wealth Advisors serves high-net-worth individuals and institutional clients. View client details ↓