James Mackey
James Mackey is a registered investment advisor at Hnw Synergy Advisors, LLC, based in Delray Beach, FL, with 7 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Estate Planning, Financial Planning & Coaching, Retirement Planning, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 2.00% |
| $5.0M - $10.0M | 1.75% |
| $10.0M - $15.0M | 1.50% |
| $15.0M - $25.0M | 1.25% |
| $25.0M - $50.0M | 1.00% |
| $50.0M - $75.0M | 0.75% |
| $75M+ | 0.50% |
On a limited basis and following firm approval, accounts may be assessed their asset-based fee on a monthly basis, in arrears.
Fee Estimator
Location
Delray Beach, FL
Get directionsHistory
Regulatory History (1)
Judgment / Lien
January 2026Other Business Activities
James is the Managing Director and Managing Member of AAA Hosts, LLC, a vacation rentals and event promotion and hosting entity. This activity takes about half of James's time during and after business hours.
Employment History
Current Registrations
Hnw Synergy Advisors, LLC
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.