Adam Makkai
Adam Makkai is a CFA-designated registered investment advisor at Advisory Services Network, based in Atlanta, GA, with 26 years of industry experience. Adam operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 11,852 clients with $8.6B 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 | 2.25% |
| $500K - $2.0M | 1.75% |
| $2.0M - $5.0M | 1.50% |
| $5M+ | 1.25% |
All fees are negotiable.
Fee Estimator
Location
900 Ashwood Parkway, Suite 500, Atlanta, GA, 30338
Get directionsHistory
Regulatory History (2)
Regulatory
June 2020Employment Separation After Allegations
June 2018Other Business ActivitiesSells Insurance
Adam is a licensed insurance agent since 1999, dedicating minimal time to this activity. He also teaches finance courses at Regis University, spending about 10-20% of his time.
Employment History
Current Registrations
Advisory Services Network
Previous Registrations
Advisory Services Network
Northwest Asset Management
Northwest Asset Management
Western Wealth Management LLC
LPL Financial LLCBroker
LPL Financial Corporation
Gallacher Capital Management, LLC
Mutual Service Corporation
Mutual Service CorporationBroker
First Investors CorporationBroker
State Registrations3 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.