Macro Wealth Advisors, Inc. offers investment management and financial planning services to individuals, high net worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. Macro Wealth Advisors provides access to third-party asset manager programs, structured notes and growth model portfolios, and passive index portfolios, often utilizing Envestnet's technology platform. In addition to portfolio management, Macro Wealth Advisors offers comprehensive financial planning through a four-stage process covering income planning, investment planning, retirement planning, personal savings, education savings, insurance needs, and other areas. Macro Wealth Advisors is owned by Owen T. Stewart and operates out of McKinney, Texas.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.15% |
| $250K - $500K | 1.10% |
| $500K - $1.0M | 0.95% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.55% |
| $5M+ | 0.50% |
Schedule represents maximum fees for third-party asset management programs. Passive index portfolios and structured notes are charged a flat fee of 0.80%.