Advisor at Macke Financial Advisory Group
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Firm
Macke Financial Advisory Group
Location
Fort Myers, FL 33907
Credentials
CFP®, Series 63
Industry experience
28 years
Todd Macke is a CFP® with 28 years of industry experience, serving as an advisor at Macke Financial Advisory Group since 1996. He holds the Series 63 designation and operates out of Fort Myers, Florida. Macke Financial Advisory Group provides comprehensive financial planning, investment management, pension consulting, and variable annuity sub-allocation services to individuals, trusts, estates, and retirement plans. The firm combines fundamental, technical, and cyclical analysis in portfolio construction and offers a bundled family office program with lifestyle and concierge cash management support for clients.
Financial planning fixed fees generally start at $500
$0 - $1,000,000: 0.90% $1,000,001 - $3,000,000: 0.75% $3,000,001 - $5,000,000: 0.50% $5,000,001 - $10,000,000: 0.30% $10,000,001+: Negotiable
$250/hour standard; $225/hour for additional financial planning sessions beyond included
Financial planning subscription $100/month billed quarterly in advance
Minimum fee: $600 to $2,000 depending on assets under management below $250,000 Fee-only: Financial planning fixed fees start at $500; hourly fees $250/hour; subscription $100/month billed quarterly in advance; additional hourly sessions $225/hour; Orion software $50/account/quarter
12699 New Brittany Blvd.
Fort Myers, FL 33907
Ohio
Makke Financial Advisory Group, Inc.
1996 - Present (30 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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