Mpc Capital Advisors, LLC

CRD#153586
Investment Advisor Firm

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Learn more about Mpc Capital Advisors, LLC

  • Overview
  • By the Numbers
  • Products and Services
  • Fee Structure
  • Types of Clients
  • Disclosures
  • State Registrations
  • Office Locations

    • Overview

    Mpc Capital Advisors, LLC operates as a financial advisory firm that has its headquarters in Rockville Centre, New York. The firm oversees $13.2 billion in assets throughout 33 client accounts, placing it among the largest financial advisory firms in the nation by assets under management (AUM). The company has a small team, including 6 financial advisors. Mpc Capital Advisors, LLC does not act as a registered broker-dealer, meaning the company cannot buy and sell securities for its accounts and those of its clients and instead has to go through a broker-dealer firm to do so. Securities are defined as tradable fiscal assets such as options, bonds and equities.

    Mpc Capital Advisors, LLC manages zero of its client assets in a discretionary manner. Discretionary management means that transaction decisions are made by an investment advisor without requiring client consent. The firm also has 33 non-discretionary accounts totaling $13.2 billion in assets under management. The company supervises roughly $399.7 million in assets for each client account. The average financial advisor at Mpc Capital Advisors, LLC manages about six client accounts, making it one of the more individualized advisor firms in the country.

    Mpc Capital Advisors, LLC's central office is at 53 N Park Avenue, Suite 204, Rockville Centre, New York 11570. Mpc Capital Advisors, LLC is legally allowed to provide services to customers across a few states, including New York and Texas.

    Assets Under Management

    $13.2 billion

    Number of Advisors

    6

    Disclosures

    No

    Office Location

    53 N Park Avenue, Suite 204
    Rockville Centre, NY 11570

    Mpc Capital Advisors, LLC by the Numbers

    Total Assets Under Management

    $13.2 billion

    National Average: $8.6 billion
    Total Number of Employees

    7

    National Average: 64
    Total Number of Accounts

    33

    National Average: 375,227
    Average Account Size

    $399.7 million

    National Average: $23.0 thousand
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    Products and Services

    Mpc Capital Advisors, LLC provides multiple services, including pension consulting services, selection of other advisers and other services. It is not involved in selling products or offering services aside from investment advice to its investment advisory clients.

    Core Advisor Services

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      Financial Planning Services

      This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.

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      Portfolio Management

      This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.

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      Market Timing Services

      This is the practice of attempting to make short-term profits on investments by buying low and selling high.

    Other Services

    • Offered by 20% of firms

      Selection of Other Advisors

      This is the firm's assistance with choosing other advisors to work with who may have different specialties.

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      Publication of Periodicals

      This is the publication of various financial education materials.

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      Educational Seminars/Workshops

      This is the hosting of seminars or workshops to educate investors on financial concepts.

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    Fee Structure

    Financial advisory fees typically depend on which services the firm provides the client. Fees billed by the company can include the following fee structures: asset-based or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by the company.

    Available

    • Offered by 69% of firms

      Percentage of Assets

      Show Explanation

      This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

    • Offered by 32% of firms

      Fixed

      Show Explanation

      Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

    Unavailable

    • Find one of the 21% of firms that offer this fee type

      Hourly

      Show Explanation

      Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

    • Find one of the 1% of firms that offer this fee type

      Commissions

      Show Explanation

      Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

    • Find one of the 26% of firms that offer this fee type

      Performance-based

      Show Explanation

      Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

    • Find one of the 0% of firms that offer this fee type

      Subscription

      Show Explanation

      Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

    • Find one of the 10% of firms that offer this fee type

      Other

      Show Explanation

      Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

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    Types of Clients

    It works with pension plans, charitable organizations and corporations. Out of its 33 customers, Mpc Capital Advisors, LLC's largest client group is charitable organizations. None of the company's clients are non-U.S. persons.

    • High-Net-Worth Individuals* - 0%
    • Other Individuals - 0%
    • Corporations - 42.42%
    • Charitable Organizations - 57.58%

    * The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.

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    Disclosures

    Mpc Capital Advisors, LLC does not have any disclosures.

    Please visit its Form ADV for more details.

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