Assets Under Management
$14.8M
Number of Clients
29
Number of Advisors
2
Average Client AUM
$511K
AUM per Advisor
$7.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
Macro Wealth Advisors offers investment advice through third-party asset managers (TAMPs), structured notes, growth model portfolios, and passive index portfolios. They also provide financial planning services covering income, investment, retirement, education, and insurance needs. The firm uses a four-stage planning process: discussion, assessment, design, and implementation.
3109 Gillespie Rd., Mckinney, TX, 75072