Macro Wealth Advisors offers investment advice and financial planning services. They provide access to third-party asset management programs (TAMPs) where investment decisions are made by the TAMP sponsor, not Macro Wealth Advisors. They also offer financial planning services covering areas like income, investments, retirement, education, and insurance. Macro Wealth Advisors also offers a Structured Notes and Growth Model Portfolio and an Aggressive Global Passive Index Portfolio.
Fee Structure
Macro Wealth Advisors offers several investment options with different fee structures:
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Third-Party Asset Management Programs (TAMPs): Fees vary by TAMP. Macro Wealth Advisors receives a portion of the TAMP fee for opening and maintaining the account. The maximum fee payable to Macro Wealth Advisors is:
- Under $250,000: 1.15% per year
- $250,000 - $500,000: 1.10% per year
- $500,001 - $1,000,000: 0.95% per year
- $1,000,001 - $3,000,000: 0.75% per year
- $3,000,001 - $5,000,000: 0.55% per year
- Over $5,000,001: 0.50% per year
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Passive Index Portfolio and Structured Notes and Growth Portfolio: A flat fee of 0.80% per year, regardless of the amount you invest.
These fees do not include fees charged by Envestnet for their platform services, which range from 0.02% to 0.12% depending on the program and amount invested. There are also minimum annual fees per account for the Envestnet platform.