Mackenzie Investments
Boston, MA·SEC-registered · CRD #165899
Mackenzie Investments is an SEC-registered investment advisory firm in Boston, MA managing $18B across 63 client accounts, with 10 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$18B
Client accounts
63
Advisory staff
10
Fee model
Fee-only
How Mackenzie Investments is paid
Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.
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Common questions about Mackenzie Investments
How much does Mackenzie Investments manage?
Per its most recent SEC Form ADV filing (03/30/2026), Mackenzie Investments reports $18B in regulatory assets under management across roughly 63 client accounts.
How does Mackenzie Investments charge?
Mackenzie Investments is a fee-only firm. Its disclosed compensation arrangements are: % of assets. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Mackenzie Investments a fiduciary?
Yes. Mackenzie Investments is registered with the U.S. Securities and Exchange Commission (CRD #165899), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Mackenzie Investments taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Mackenzie Investments and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Mackenzie Investments's public SEC Form ADV filing (CRD #165899, filed 03/30/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Mackenzie Investments. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Mackenzie Investments? Claim this profile.