Macke Financial Advisory Group offers comprehensive financial planning, investment management, and consulting services to individuals, high-net-worth individuals, trusts, estates, and retirement plans. The registered investment advisor builds personalized portfolios using stocks, bonds, exchange-traded funds, and mutual funds, typically on an authority-to-trade-without-asking basis. In addition to managing investments, the firm provides guidance on retirement, taxes, cash flow, insurance, and estate planning, and also offers pension consulting for employee benefit plans. The firm coordinates lifestyle and wellness resources through its Greater Gifts Family Office program. Macke Financial Advisory Group primarily utilizes long-term investment strategies and tailors portfolios to each client's specific risk tolerance and goals.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.90% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.50% |
| $5.0M - $10.0M | 0.30% |
| $10M+ | 0.30% |
Fees for amounts over $10M are negotiable. Minimum annual dollar fees apply to accounts under $250,000.