Daniel Mackey is a registered investment advisor at 4thought Financial Group INC., based in Syosset, NY, with 7 years of industry experience. Daniel 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
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
4thought Financial Group INC.
State Registrations6 states
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