KM
KM

Kevin Mack

14 Years of Experience
Northfield, IL
Broker

Kevin Mack is a registered investment advisor at Mack Investment Securities, INC., based in Northfield, IL, with 14 years of industry experience. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 676 clients with $260M in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
8 advisors
Number of Clients
676 clients
Average Client Portfolio
$390K average
Assets Under Management
$263.5M

Fee Structure

Minimum Investment:$100K

Mack Investment Securities offers investment management services where fees range from 1.00% to 2.25% of the value of your portfolio annually. Fees are billed monthly, based on the value of the account at the end of the billing period. There is a preferred minimum account size of $100,000. For SEI accounts, fees are billed quarterly at 1%.

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Location

211 Waukegan Rd., Suite 300, Northfield, IL, 60093

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Mack Investment Securities, INC.
August 2012 - Present · 13 yrs 9 mos
Mack Investment Securities, INC.Broker
February 2012 - Present · 14 yrs 3 mos
State Registrations8 states
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AdvisorBrokerBoth

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.