Mart Mcclellan
Mart Mcclellan is a registered investment advisor at Macro Wealth Management, INC., based in Peoria, 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
6915 N. Knoxville Avenue, Upper Level Suite B, Peoria, IL, 61614
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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 Activities
Mart is an orthodontist and owns McClellan Orthodontics, where he straightens teeth. This takes nearly full-time hours each month, during trading hours.
Employment History
Current Registrations
Macro Wealth Management, INC.
State Registrations1 state
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.