Yes. As a fiduciary we are legally required to act in your best interest and make fees transparent. Objective research, access to virtually every investment vehicle, and the absence of proprietary investment products support our commitment to keeping your best interests in mind.

Do you have minimum account sizes?

No formal minimum, however we are best suited for investors who are accredited. We are primarily focused on investors who have enough sophistication to allow us to drive performance beyond investment returns. If you are unsure if you are a fit, we encourage you to meet with us.

What is an accredited investor?

An accredited investor is an individual with net worth over one million dollars excluding the value of their home, OR annual income greater than $200,000 (or $300,000 for married couples). Being an accredited investor allows for the purchase of more sophisticated investment funds outside of traditional stocks and bonds, such as private equity and real estate.

What do I need to bring to our first meeting?

You do not need to bring any financial documents to the first meeting. Our objective is to get to know you, understand your goals, and communicate our process so we can make a mutual decision to begin working together. After the initial meeting we may ask for documents regarding your existing assets, income, tax returns, personal budget, insurance coverage, business financials, and debt.

What kind of investment returns should I expect?

Returns depend on your particular investment portfolio makeup and current market conditions. Returns are variable and markets rarely move in a straight line. Our mission is to maximize returns within the guardrails set by your investment risk management approach. We will discuss expected long-term returns based on your asset allocation at portfolio construction and at regular strategy meetings.

What is your fee structure?

For asset management, we charge a tiered annual fee as a percentage of assets under management, typically between 0.50% and 1.25%, depending on asset allocation, total assets, and our service schedule. For financial planning and consulting, services are done on a one-time flat-fee basis averaging between $2,000 and $4,000 depending on complexity. Some asset management relationships include financial planning at no additional cost. We will meet with you at no cost to give you a specific proposal.

What type of clients do you typically work with?

While we serve clients from all backgrounds, our skillset is designed for late career professionals, real estate investors, executives, and business owners. We specialize in serving accredited investors and their families in Central Oregon and beyond.

Why should I hire Mackeson Advisory?

Our clients are successful and intelligent but often don't have the time or inclination to proactively manage the many complexities of their financial lives. We handle the details with sophisticated strategies while addressing blind spots before they become problems — covering investments, tax planning, retirement, business strategy, and estate considerations.

What if I want to end our relationship?

Either party can terminate the relationship by providing written 30-day advance notice. Mackeson Advisory typically waives the 30-day advance period if a client requests termination. Aside from a final prorated billing and a transfer-out fee, there are no other charges or restrictions on investments transferring to another custodian of your choosing.

FREQUENTY ASKED QUESTIONS

Your go-to resource for answers to some of the most common queries about wealth management.

Welcome to our Frequently Asked Questions (FAQ) section – Explore the FAQs, and if you can't find what you need, please don't hesitate to reach out.

FAQ’s

Yes. As a fiduciary we are legally required (it's in our DNA) to act in your best interest and make fees transparent. Objective research, access to virtually every investment vehicle, and lack of proprietary investment products support our commitment to keep your best interests in mind.
No, however we are best suited for investors who are accredited. Our goal is value for all parties to secure a long-term relationship. We are primarily focused on investors who have enough sophistication to allow us to drive performance beyond investment returns. If you aren’t sure, you are a fit, we encourage you to meet with us, if we can’t help you directly, we will help by listening and providing you with resources to take the next steps in your financial life.
An accredited investor is an individual with net worth over one million excluding the value of their home OR annual income greater than 200k (300k for married couples) Being an accredited investor allows for the purchase of more sophisticated investment funds outside of traditional stocks and bonds such as private equity and real estate.
You do not need to bring any financial documents the first time we meet. Our objective is to get to know you, understand your objectives, and to communicate our process so we can make a mutual decision to begin working together. After the initial meeting we may ask for documents regarding your existing assets, income, tax returns, personal budget, insurance coverage, business financials, and debt. We will provide you with a specific list of documents to gather after we define a scope of work together.
This question is common, and it depends on your particular investment portfolio makeup and the current market conditions. Returns are variable and markets rarely move in a straight line. Our mission is to maximize your returns within the guardrails set by your particular investment risk management approach. We will discuss expected long-term returns based on your asset allocation and the perceived market conditions at the time of portfolio construction as well as at our regular strategy meetings.

Asset Management
- Our fee structure is simple: we charge an tired annual fee as a percentage of the assets under management. This fee is typically between 0.50% and 1.25%, varied based on asset allocation, assets under care, and our service schedule. We are committed to transparency in fees, we will never ask for your business unless you are comfortable with all the fees and expenses associated with your specific investment and financial plan.
Financial Planning & Consulting
- These services are done on a one-time, flat-fee basis, and average between $2,000 and $4,000, depending on the complexity and the necessary interactions with other professionals such as CPAs and Attorneys. Some asset management relationships also include financial planning at no additional cost in our service schedule. We will meet with you at no cost to gather the information needed to give you a specific proposal.
While we serve clients from all backgrounds with different interests, and a variety of goals, our skillset is designed for clients who are late career professionals, real estate investors, executives, and business owners.
Our clients are successful and intelligent but often don't have the time nor inclination to proactively manage the many complexities in their financial lives. Understanding the time constraints and sometimes overwhelming demands of balancing the intersection of life and finance, we handle the details with sophisticated strategies while addressing blind spots before they become problems.
Our aim is to earn your business again every year. That said, either party can terminate the relationship by providing a written 30-day advance notice. Mackeson Advisory typically waives the 30-day advance period if a client requests a termination. Aside from a final billing (based on a prorated amount of accrued management fees), and a transfer-out fee, there are no other charges or restrictions on the investments transferring to another custodian of your choosing.

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