Mackenzie Rickman
Mackenzie Rickman is a CFP-designated registered investment advisor at Naples Wealth Planning, based in Bonita Springs, FL, with 26 years of industry experience. Their practice areas include Education Planning, Estate Planning, High Net Worth, Investment Management, and 1 more. Their firm serves 226 clients with $230M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Wealth management fees range from 0.50% to 2.50% annually, based on factors such as services offered, complexity, and assets managed. Fees may be negotiable at the sole discretion of the advisor.
Fee Estimator
Location
3301 Bonita Beach Road, Suite 308, Bonita Springs, FL, 34103
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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 ActivitiesSells Insurance
Mackenzie works as an insurance agent for Naples Insurance Strategies since 2019, spending minimal time on this activity. This activity is investment-related.
Employment History
Current Registrations
Naples Wealth Planning
Previous Registrations
Imprint Wealth LLC
Imprint Wealth LLC
Laidlaw Wealth Management LLC
Naples Wealth Planning
Naples Wealth Planning
Capital Wealth Planning, LLC
Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, IncorporatedBroker
Wachovia Securities, LLCBroker
A. G. Edwards & Sons, INC.Broker
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
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.
Exams
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