Firm
MFC Portfolios
Darien, Connecticut
Fee-only
Facts
| Based in | Darien, Connecticut |
|---|---|
| Website | mfcportfolios.com |
| [email protected] | |
| Phone | (301) 990-9290 |
MFC Portfolios fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Account minimum | $500,000 |
|---|---|
| How it charges | Hourly |
In the firm's words
"Our "investment only" clients generally have a minimum investment portfolio of $500,000." source
"Planning is available for investment only clients on an hourly fee basis." source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly |
|---|---|
| Assets managed | $61 million |
| Individual clients | 10 |
| Financial planning | Offered |
| Form ADV filed | March 30, 2026 |
| SEC record | CRD 150711 |