Jared Gilpin is a registered investment advisor at Macro Trend, LLC, based in Columbia, MO, with 17 years of industry experience. Jared operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 12 clients with $25M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $10.0M | 1.00% |
| $10M+ | 1.00% |
The annual fee may be negotiable. Macro Trend also uses Envestnet's Fund Strategist Network, where the total bundled fee ranges between 0.25% and 0.70%, depending on the Third Party Manager and the amount invested. This bundled fee is in addition to custodian fees and Macro Trend's advisory fees.
Fee Estimator
Location
Columbia, MO
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Macro Trend, LLC
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
State Registrations1 state
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