MM
CFP
MM
CFP
Michael Macke is a CFP-designated registered investment advisor at Eleuthera Fp, LLC, based in Jacksonville, FL, with 22 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 46 clients with $22M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
46 clients
Average Client Portfolio
$478K average
Assets Under Management
$22.0M
Fee Structure
Minimum Investment:None
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.60% |
| $1.0M - $2.0M | 0.50% |
| $2.0M - $3.0M | 0.40% |
| $3M+ | 0.30% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Jacksonville, FL
Get directionsHistory
Regulatory History (3)
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Regulatory
March 2014Final
Criminal
January 1999Final Disposition
Criminal
November 1997Final Disposition
Employment History
Current Registrations
Eleuthera Fp, LLC
November 2021 - Present · 4 yrs 6 mos
Previous Registrations
Petros Advisory Services, LLC
September 2017 - August 2021 · 3 yrs 11 mos
Payne Capital Management, LLC
April 2016 - October 2018 · 2 yrs 6 mos
VALIC Financial Advisors, INC.
June 2000 - July 2013 · 13 yrs 1 mo
VALIC Financial Advisors, INC.Broker
June 2000 - July 2013 · 13 yrs 1 mo
The Variable Annuity Marketing CompanyBroker
June 2000 - December 2001 · 1 yr 6 mos
State Registrations1 state
FL
Advisor
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.
Exams
No exam information available for this advisor.