Macino Financial Services provides ongoing investment advice and financial planning based on individual needs. They establish financial goals and objectives based on your circumstances and create a personal investment policy. Macino Financial also recommends third-party investment managers. The firm's owner provides educational seminars on retirement planning.
Assets Under Management$13M
Clients83
Advisors1
Avg. per Client$150K
Avg. per Advisor$13M
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Fee Structure
Minimum Investment:$25K
Investment management only (planning not offered)
Macino Financial Services manages investment portfolios for an annual fee. The exact fee is negotiable, but the maximum annual fee is 1.55% of the value of your portfolio. The fee is calculated and charged monthly, based on the value of your account at the end of the month.
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