DMAC Consulting Services is a registered investment advisor founded in 2006 and led by Diane MacPhee. The firm provides comprehensive financial planning and investment management services directly to individual clients and families. Services include forecasting future income and expenses, portfolio construction, tax planning strategies, withdrawal sequencing, Roth Individual Retirement Account conversion analysis, lifetime care and aging-in-place issues, and tax-efficient charitable giving. For investment management, DMAC Consulting Services designs customized asset allocations, recommends specific investment vehicles such as no-load mutual funds, exchange-traded funds, and individual bonds, monitors portfolios regularly, and performs rebalancing as needed. The firm operates with authority to make trades without asking first and charges an annual fee based on the value of your portfolio. DMAC Consulting Services also offers business consulting and coaching services to other registered investment advisors.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.80% |
Annual fee of 0.80% charged quarterly in arrears based on assets under management.