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Rory Mackay

11 Years of Experience
Houston, TX

Rory Mackay is a registered investment advisor at Tiercel Capital Texas LLC, based in Houston, TX, with 11 years of industry experience. Rory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 26 clients with $13M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
26 clients
Average Client Portfolio
$494K average
Assets Under Management
$12.8M

Fee Structure

Minimum Investment:$500K
Investment management only (planning not offered)

Tiercel Capital Texas LLC charges a percentage of your portfolio each year, ranging from 1.0% to 3.0%. For qualified investors, the fee is 2.0% per year, plus a 20% performance fee based on the account's annual performance. These fees are negotiable. The firm's minimum portfolio size is $500,000.

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Location

1601 Ronson Rd, Houston, TX, 77055

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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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Other Business Activities

Rory is the CEO of Tiercel Capital Managers Limited, an investment manager in the Cayman Islands, dedicating about half of his time to this role. He is also a director of Tiercel Value Fund Limited and has ownership in Saker Capital LLC and Merlin Factoring LLC.

Employment History
Current Registrations
Tiercel Capital Texas LLC
January 2021 - Present · 5 yrs 4 mos
Previous Registrations
Tiercel Capital Texas LLC
August 2014 - December 2020 · 6 yrs 4 mos
State Registrations1 state
TX
Advisor

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.
Rory Mackay - Financial Advisor | TrueAdvisor