Gregory Mackenzie
Gregory Mackenzie is a CFA-designated registered investment advisor at Advance Capital Management INC, based in Southfield, MI, with 22 years of industry experience. Gregory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 6,882 clients with $4.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.80% |
| $1M+ | 0.65% |
Households under $200,000 are subject to an additional service fee: $40 (between $1,000 - $10,000), $50 (between $10,000 - $50,000), or $100 (between $50,000 - $200,000). Fees may be negotiable.
Fee Estimator
Location
One Towne Square, Suite 444, Southfield, MI, 48076
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Gregory is a self-employed farmer raising grain crops since 2010. This seasonal activity takes about 20% of his time in the spring and fall and is not investment-related.
Employment History
Current Registrations
Advance Capital Management INC
Previous Registrations
Advance Capital Services, INC.Broker
Wayne Hummer Investments L.L.C.Broker
Pruco Securities CorporationBroker
State Registrations1 state
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