MDC Financial Consulting, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$14,571,684
Total clients
18
33% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
18
Average account size
$809,538
Client services
Fee options
Fixed fees ranging from $500 to $5,000 for financial planning, $250 to $5,000 for consulting, and $500 to $20,000 for seminars depending on complexity and agreement.
$0 - $50,000.00: 1.50% $50,000.01 - $250,000.00: 1.25% $250,000.01 - $750,000.00: 1.00% $750,000.01+: 0.75%
$250 to $350 per hour depending on service and complexity.
Account minimum: $25,000 of assets under management Fee-only: Fees charged as percentage of assets under management, fixed fees for financial planning, consulting, and seminars, and hourly rates. No commissions accepted.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Main office location
MDC Financial Consulting, LLC
Washington Township NJ, United States
Number of offices
1
Forms ADV
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