Makarios Investments provides investment management on a discretionary basis, meaning Makarios makes trades for clients based on agreed-upon strategies. Makarios also offers financial planning services, which may be included with investment management at no additional cost. Makarios is independently owned and not affiliated with any broker-dealer, custodian, or financial institution.
Assets Under Management$1.2M
Clients1
Advisors1
Avg. per Client$1.2M
Avg. per Advisor$1.2M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Annual advisory fee ranges from 1.00% to 1.50% of assets under management.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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