Macro Advisors offers investment advice tailored to individual client needs. Services include portfolio management (discretionary and non-discretionary), financial planning, and advisory services to retirement plans. Investment strategies are customized based on client objectives, risk tolerance, and financial circumstances. Macro Advisors primarily advises on mutual funds, ETFs, and equity securities.
Assets Under Management$370M
Clients683
Advisors9
Avg. per Client$540K
Avg. per Advisor$41M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1M+ | 1.00% |
Fees are negotiable for accounts over $1,000,000.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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