MFC Portfolios, Inc
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
MFC Portfolios, Inc. is a wealth management firm that primarily serves high‑net‑worth individuals, providing discretionary portfolio management and retirement and financial planning services including estate, tax‑related, insurance and education planning. The firm reports approximately $61.4 million in assets under management across 37 clients and generally requires a minimum portfolio size of $500,000.
The firm implements a diversified asset‑allocation approach that blends passive core exposures with tactical asset‑management strategies, using ETFs, stocks, bonds and government securities. Its process emphasizes longer‑term risk management — monitoring trend, volatility, sentiment and recession indicators — and applies rebalancing and risk‑reduction trades when those indicators suggest elevated risk.
Notable features for a firm of this size include a single‑advisor structure combined with a relatively concentrated, higher‑AUM client base and an explicit refusal to accept commissions or hold securities licenses. The firm integrates written financial plans (and hourly planning as needed) into its services, is custodied at a major national custodian for fee deduction, and the lead advisor holds multiple long‑standing professional designations (CFP, AEP, ChFC).
Client services
Expertise
Occupation focus
Fee options
$0 - $2,000,000: 1.25% annually $2,000,000+: 1.00% annually (negotiable)
$300/hour for financial planning
Account minimum: $500,000 Fee-only: $300/hour for financial planning (hourly fee)
Main office
Darien CT
Advisors at this office
1
Most active in
Connecticut · Maryland
Also doing business as
Leahy Wealth Management Group, Inc. · Mfc Portfolios, Inc
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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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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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