William Mack & Associates is a registered investment advisor that provides ongoing investment management and financial planning services. The firm focuses on diversification, tax efficiency, and low-cost investing, primarily using mutual funds and exchange-traded funds to build customized portfolios based on each client's risk tolerance. William Mack & Associates offers six core investment strategies, ranging from conservative balanced approaches to aggressive global equity portfolios. In addition to managing investments, the firm provides guidance on retirement, taxes, insurance, college savings, and estate planning. Clients can also access hourly financial planning services on a standalone basis. The firm serves individuals, trusts, estates, pension plans, and charitable organizations, typically requiring a minimum portfolio size of $250,000, though this minimum is negotiable.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $1.5M | 0.80% |
| $1.5M+ | 0.60% |
Fees are negotiable based on account size and client circumstances.