Mccormack Financial Planning Inc.

McCormack Financial Planning, Inc. is an investment advisory firm established in June 1998 and located in Atlanta, GA. The firm specializes in offering asset management, financial planning, and analysis of third-party managed programs. Clients can participate in a wrap fee program for continuous asset management, financial planning services, and monitoring of investment portfolios. The firm's investment philosophy focuses on long-term purchases and uses methods such as charting analysis, fundamental analysis, cyclical analysis, and technical analysis. For asset management services, the firm charges an annual wrap fee based on the market value of assets under management. Initial financial planning services are available for a fee ranging from $1,500 to $15,000 depending on the scope of the plan. Clients have the option to grant investment discretion to the firm, allowing them to manage accounts on a discretionary basis. The firm's advisors are fiduciaries, obligated to act in the best interests of clients. The firm requires a minimum initial investment of $50,000 for managed accounts, which may be reduced to $25,000 under certain circumstances. Clients are advised to review the firm's brochure for detailed fee structures, investment strategies, and client rights. The firm's advisors do not participate in performance-based fees or side-by-side management. Clients receive periodic reviews of their accounts and have the option to set parameters for account management. The firm's advisors have no reportable disciplinary events and are committed to upholding ethical standards and professional conduct.