Malcolm Makin
Malcolm Makin is a CFP-designated registered investment advisor at Professional Planning Group, based in Jupiter Inlet Colony, FL, with 47 years of industry experience. Malcolm operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, Investment Management, and 1 more. Their firm serves 1,296 clients with $1.2B 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 $500K | 1.00% |
| $500K - $5.0M | 0.75% |
| $5.0M - $15.0M | 0.50% |
| $15.0M - $25.0M | 0.40% |
| $25M+ | 0.30% |
A portion of the asset-based advisory fee is paid to RJFS and RJA for administrative services. Asset-based advisory fees and account minimums may be negotiable depending on the client’s unique situation.
Fee Estimator
Location
Jupiter Inlet Colony, FL
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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 →Other Business Activities
Malcolm is an officer, CEO, and president of New England Professional Planning Group, an independent RIA, since 1989. This takes about half of his time, including during trading hours.
Employment History
Current Registrations
Professional Planning Group
Raymond James Financial Services, INC.Broker
Previous Registrations
Professional Planning Group
The Lincoln National Life Insurance CompanyBroker
Integrated Resources Equity CorporationBroker
P & I Equities CorporationBroker
State Registrations40 states
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