Macke Financial Advisory Group provides investment advisory services, financial planning, and consulting to individuals, high net worth individuals, trusts, estates, and retirement plans. Financial planning covers investment advice, risk management, tax planning, cash flow management, insurance evaluation, and estate planning. Macke Financial also offers a Greater Gifts Family Office program with lifestyle, health, and well-being services. Investment management involves monitoring accounts and adjusting holdings based on client risk profile, market valuations, and other factors.
Assets Under Management$160M
Clients126
Advisors2
Avg. per Client$1.3M
Avg. per Advisor$79M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$600
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.90% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.50% |
| $5.0M - $10.0M | 0.30% |
| $10M+ | 0.30% |
Fees negotiable for accounts over $10,000,000.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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