Timothy Streid
Timothy Streid is a registered investment advisor at Macro Wealth Management, INC., based in Lake Forest, IL, with 18 years of industry experience. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 2 more. Their firm serves 127 clients with $46M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Macro Wealth Management does not directly manage investments. Instead, they recommend third-party money managers, Symmetry Partners and AE Wealth Management.
With Symmetry Partners, the total annual fee ranges from 0.20% to 1.40% of your portfolio, depending on the amount invested. Macro Wealth Management receives a portion of this fee, ranging from 0.15% to 1.00%.
With AE Wealth Management, the total annual fee is 1.45% of your portfolio, with Macro Wealth Management receiving 1.00% of that fee.
These fees are negotiable and paid either quarterly or monthly in arrears.
Location
Lake Forest, IL
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Timothy is the president and part owner of Custom Service Crane, Inc., Visionary Hospitality Services, Inc. (owns two car washes), and The Box Manufacturing Company, Inc. He is also a partner at BHS Insurance Services and president of Wealth Designs, Inc., where financial plans may include life insurance. Timothy spends minimal time on most of these activities, but a few hours per week on the box manufacturer and Wealth Designs.
Employment History
Current Registrations
Macro Wealth Management, INC.
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.