MC Financial Partners
1855 Gateway Blvd
Ste 570
Concord, CA 94520
9255758881
About MC Financial Partners
We help you understand the opportunities and potential rewards available when you proactively approach your financial situation. Enhancing your understanding of financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most importantly, we hope you see the value of working with skilled professionals to pursue your financial goals.
See Disclosures
General Information
Firm Start Year
2005
No. of Employees
5-9
Firm CRD#
6413
Name of Broker/Dealer
LPL Financial
Name of Custodial Firm
LPL Finacial
States Licensed in
CA, NV, TX
Years of Experience in Financial Services
20
Number of Years with Current Firm
16
Work with the following types of clients
Investment Clubs, Businesses, Individual Investors, Non-Profit Organizations
Advisory Services Provided
Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Education Funding and Planning, Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, Risk Management, Money Management, Wealth Management
Compliance
Registered Investment Advisor
Yes
Registered Representative
Yes
Investment Advisor Representative
Yes
Acknowledged fiduciary
Yes
Compliance Disclosures in Last 5 years
I have a clean record
Criminal Disclosures in Last 5 years
I have a clean record
Qualifications & Membership
Securities Licenses
Series 7, Series 66
Insurance and Annuity Licenses
Variable Life, Long Term Care, Variable Annuity, HMO, Life, Health, Annuity, Disability
Firm Information
Firm's Number of Clients
500
Firm's Number of Planning Clients
500
Firm's Number of Managed Clients
500
Assets Managed by Firm
$193,000,000
Advisor's Number of Clients
500
Advisor's Number of Managed Clients
250
Advisor's Number of Planning Clients
150
Assets Managed by Advisor
$193,000,000
Compensation and Fees
Fee Structure
Fee-Based
Minimum Portfolio Size for New Managed Accounts
$25,000
Compensation Methods
Hourly, Based on Assets, Flat Fee, Commissions
Fee % Based on Assets
1.0%
Additional Details on Charges
MC Financial Partners fees range from 0.50% to 1.45% based on our clients' total assets under management. We also offer a flat fee for Financial Planning and can develop a creative fee structure.
Education
Bachelors - Economics
University of California
08/15/1998 -06/15/1999
Masters - Financial Planning and & Taxation
San Diego State University
08/15/2004 -06/16/2006
Disclosures
RothIRA.org provides referrals to financial professionals of LPL Financial, LLC (LPL). RothIRA.org is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay RothIRA.org cash compensation for these referrals, which creates the incentive for RothIRA.org to make these referrals, resulting in a conflict of interest.
LPL ADV 2A
https://www.lpl.com/content/dam/lpl-www/documents/disclosures/A58.pdf
Additional Detailed Disclosures
Disclaimer
Securities, financial planning, and advisory services are offered through LPL Financial, a registered investment advisor. Member of: FINRA/SIPC . The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.