Mack Investment Securities, INC.
Mack Investment Securities offers investment advice and financial planning to individuals, high-net-worth individuals, pension plans, and businesses. Services include investment supervisory services, model strategy management, pension consulting, and financial planning. Investment strategies include long-term and short-term purchases, and trading. They also offer a Money Managers Plus Program (MMP) where client assets are allocated among various investment managers.
Fee Structure
Mack Investment Securities offers investment management services where fees range from 1.00% to 2.25% of the value of your portfolio annually. Fees are billed monthly, based on the value of the account at the end of the billing period. There is a preferred minimum account size of $100,000. For SEI accounts, fees are billed quarterly at 1%.