Maco Fowlkes
Maco Fowlkes is a CFP, ChFC-designated registered investment advisor at Branson Fowlkes Russell INC, based in Houston, TX, with 36 years of industry experience. Maco operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Estate Planning, High Net Worth, and 3 more. Their firm serves 1 clients with $1.4M 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 $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.50% |
Fee schedule is for Balanced & Equity Accounts. For Fixed Income (Bond) Accounts: 0.30% on the first $5,000,000; 0.25% on the next $5,000,000 (from $5,000,001 to $10,000,000); and 0.25% or as agreed thereafter. For Separate Account Hedge Fund Strategies: 2.00% on the first $5,000,000; 1.00% on the next $5,000,000 (from $5,000,001 to $10,000,000); and 0.50% thereafter, plus 20% of profits in excess of a 5% annual return.
Fee Estimator
Location
19 Briar Hollow Lane, Suite 130, Houston, TX, 77027
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Regulatory History (1)
Regulatory
September 2005Other Business ActivitiesSells Insurance
Maco is a principal and IAR at Branson, Fowlkes/Russell Inc and an independent RIA, spending about 10-20% of his time and nearly full-time respectively managing investment portfolios. Maco is also an individually appointed agent with multiple life and annuity insurance carriers, dedicating a few hours per week to recommending traditional insurance products and serves as assistant secretary for West Harris County MUD 5, dedicating minimal time.
Employment History
Current Registrations
Branson Fowlkes Russell INC
Branson Fowlkes & CO INC
Previous Registrations
Triad Advisors LLCBroker
Aig Financial Advisors, INC.Broker
American General Securities IncorporatedBroker
Dominion Investor Services, INC.Broker
New England SecuritiesBroker
Knibbe Financial Group, INC.Broker
May & O'connor Capital INCBroker
Cigna Securities, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.