MackHouse Capital provides investment advice and asset management, using an asset allocation approach. MackHouse is a fee-only registered investment advisor and does not sell commissioned products. The firm also offers financial planning services. Clients make the final decision on investment selection.
Assets Under Management$5.3M
Clients8
Advisors2
Avg. per Client$660K
Avg. per Advisor$2.6M
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
MackHouse may charge a lesser investment advisory fee based upon certain criteria.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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