Maci Family Office Advisors offers family office and wealth management services to affluent clients. These services include business succession planning, trust advice, philanthropic management, concierge services, insurance planning, investment review, financial planning, retirement planning, tax planning, and college savings. Maci manages client portfolios on a discretionary or non-discretionary basis, tailoring investment plans to individual needs and risk tolerance.
Assets Under Management$24M
Clients14
Advisors1
Avg. per Client$1.7M
Avg. per Advisor$24M
Fee Structure
Minimum Investment:$2M
Investment management only (planning not offered)
Minimum Annual Fee:$10,000
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
This rate is for discretionary accounts. Non-discretionary accounts are charged 1.5%. Minimum quarterly fee of $2,500 for discretionary accounts and $3,750 for non-discretionary accounts. Fees are sometimes negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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