William Mack
Advisor at William Mack & Associates Inc
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at William Mack & Associates Inc
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Troy, MI 48098
Credentials
CFP®, Series 63
Industry experience
16 years
William Mack is a CFP® with 16 years of industry experience. He is associated with CND Financial and has prior experience at a mutual fund management company. He has also operated William Mack & Associates, Inc. since 1992. CND Financial is a fee-only, SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm manages approximately $176.9 million in assets for about 191 clients, offering tailored portfolio management and hourly financial planning using a range of model strategies and primarily no-load mutual funds and ETFs.
Based on William Mack & Associates Inc
Based on William Mack & Associates Inc
$0 - $1,000,000: 1.00% $1,000,001 - $1,500,000: 0.80% $1,500,001+: 0.60%
Certified Financial Planner™ $250/hour, Financial Planner $200/hour, Para-Planner $125/hour, Clerical $60/hour
Account minimum: $250,000 Fee-only: Hourly rates: Certified Financial Planner™ $250/hour, Financial Planner $200/hour, Para-Planner $125/hour, Clerical $60/hour; initial deposit $500 for scheduling planning services.
1301 W. Long Lake Rd., Suite 115
Troy, MI 48098
Michigan · Texas
Mutual Fund Management Company
2016 - 2018 (2 years)
Executive Financial Services, Inc. dba "CND Financial"
2008 - Present (18 years)
William Mack & Associates, Inc.
1992 - Present (34 years)
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Accountant / CPA / tax prep
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Bank
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Trust company
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Lawyer
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