Jesse Mackey
Jesse Mackey is a registered investment advisor at 4thought Financial Group INC., based in Syosset, NY, with 19 years of industry experience. Jesse operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Investment Management, Retirement Planning. Their firm serves 344 clients with $210M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
4Thought Financial Group manages investment portfolios for clients, charging an annual fee based on the amount invested. The fee covers investment advice, transaction execution, custody, and electronic reporting. The annual fee ranges are:
- $0 - $10,000,000: 0.55% - 1.85%
- $10,000,000+: 0.35% - 1.65%
These fees apply to both model-driven and custom portfolios. Minimum initial investments are $500 for non-qualified accounts and $10,000 for qualified accounts, but these may be waived in certain circumstances. The exact fee is determined by the advisor or management and disclosed in the Investment Advisory Agreement.
Location
6851 Jericho Turnpike, Suite 120, Syosset, NY, 11791
Get directionsHistory
Regulatory History (1)
Criminal
June 1998Other Business ActivitiesSells Insurance
Jesse is the Chief Investment Officer, Chief Compliance Officer, and an Investment Advisor Representative at 4Thought Financial Group Inc., where he is also part owner. He also does freelance writing for economics and investment publications, dedicating a few hours per week, and works as an insurance broker, dedicating minimal time.
Employment History
Current Registrations
4thought Financial Group INC.
Previous Registrations
American Portfolios Advisors, INC
American Portfolios Financial Services, INC.Broker
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
MML Investors Services, INC.Broker
AXA Distributors, LLCBroker
State Registrations6 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.