Mcn Investment Management Co.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$89,800,000
Clients
65
23% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
65
HighAverage account size
$1,381,538
About
The firm provides discretionary portfolio management and retirement plan consulting to individuals, high‑net‑worth clients, and pension and profit‑sharing plans, managing approximately $89.8 million across a small client base. Services include ongoing account management using proprietary model portfolios and negotiable qualified-plan consulting that can include participant enrollment and education.
Investment decisions are made under discretionary authority and draw on asset allocation, tactical asset allocation, and fundamental analysis, with model portfolios rebalanced as needed and monitored at least monthly. The firm documents client goals and allows investment restrictions, conducts periodic client reviews and relies on custodian statements for reporting.
What is distinctive for a firm of this size is that its owner holds an insurance license (which the firm says is not actively used to recommend insurance products) and the firm explicitly offers non‑ERISA retirement plan consulting — a service relatively uncommon among peers. The owner’s other disclosed outside business activities and the firm’s stated custodian relationship (with attendant non‑economic benefits) are noted in the brochure as potential conflicts and are addressed in the firm’s policies.
Client services
Portfolio management
Pension consulting
Expertise
Wealth management
Fee options
$0 - $250,000: 1.00% $250,001 - $500,000: 0.75% $500,001 - $1,000,000: 0.55% $1,000,001 - $2,500,000: 0.45% $2,500,001+: 0.35%
Main office location
Mcn Investment Management Co.
3250 W Big Beaver Rd., Suite 226
Troy MI 48084, United States
Number of offices
1
Most active in
Mcn Investment Management Co. has reported serving >5 clients in these states in the last 12 months.
Michigan · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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.
Forms ADV
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