Mack Investment Securities, INC.

Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly

Mack Investment Securities provides continuous and non-continuous portfolio management, model strategy management, and financial planning services to individuals, high-net-worth individuals, corporations, and retirement plans. The firm offers a variety of in-house and third-party investment strategies, covering global equities, fixed income, commodities, and alternative investments. Clients can choose from discretionary and non-discretionary management. Mack Investment Securities also acts as a registered broker-dealer and insurance agency, allowing associated personnel to offer commission-based products and insurance alongside advisory services.

Assets Under Management$300M
Clients673
Advisors8
Avg. per Client$450K
Avg. per Advisor$38M

Fee Structure

Minimum Investment:$100K
Planning is charged separately
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Annual management fees generally range from 1.00% to 2.25% depending on the program and strategy selected. Fees may be negotiable at management discretion.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

8 Advisors at this firm