Yancey Mackey is a registered investment advisor at Eastover Capital Management, based in Charlotte, NC, with 15 years of industry experience. Yancey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Insurance Planning, Investment Management, and 1 more. Their firm serves 250 clients with $390M 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 $2.5M | 1.00% |
| $2.5M+ | 0.75% |
Eastover may negotiate special fee arrangements where it deems appropriate.
Fee Estimator
Location
509 Fenton Place, Charlotte, NC, 28207
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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
Yancey has been an advisor/rep with Eastover Investment Advisors since 2011. He is also a Director of Perrin Place 1 Home Owner's Association Board since 2013, for which he receives no compensation.
Employment History
Current Registrations
Eastover Capital Management
Previous Registrations
Investment Professionals, INC.
State Registrations2 states
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.