Neil Macker
Neil Macker is a CFA-designated registered investment advisor at Hanson & Doremus Investment Management, based in Burlington, VT, with 4 years of industry experience. Neil operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 622 clients with $1.1B 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 $1.0M | 0.85% |
| $1.0M - $5.0M | 0.60% |
| $5.0M - $20.0M | 0.40% |
| $20M+ | 0.25% |
Fees and account minimums are negotiable based on objective and subjective factors such as asset amount, portfolio composition, scope of engagement, and related accounts.
Fee Estimator
Location
431 Pine Street, Suite 302, Burlington, VT, 05401
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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 →Employment History
Current Registrations
Hanson & Doremus Investment Management
Previous Registrations
1st Portfolio, INC.
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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