Makrod Investment Associates offers investment advice through separately managed accounts, generally on a non-discretionary basis. Makrod recommends long-term investments in equities and fixed income using fundamental analysis and a value-based approach. Portfolios are constructed around equities, fixed income, and cash/money market funds. Makrod contacts clients for authorization to place trades.
Assets Under Management$800M
Clients557
Advisors4
Avg. per Client$1.4M
Avg. per Advisor$200M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.60% |
| $5M+ | 0.45% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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