Owen Haney is a registered investment advisor at Columbus Macro, LLC, based in New Castle, PA. Owen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 22 clients with $970M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Columbus Macro's fees for managing your investments vary based on the type of service and the investment strategy used. The annual fees are:
- Sub-Advisory: 0.05% to 0.45%
- Model Provider: 0.40% to 0.50%
- Direct Advisory: 0.20% to 1.00%
Fees are negotiable for institutional and high net worth clients in direct advisory relationships. Fees are calculated based on the value of the assets in the account on the last business day of the prior billing period.
Location
New Castle, PA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Columbus Macro, LLC
State Registrations1 state
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