Macroclimate provides ongoing investment management services based on your individual needs and goals. They develop a personal investment policy statement and manage a portfolio based on that statement. Macroclimate monitors investments, rebalances quarterly, and reviews the portfolio annually. They primarily use passive investments like index funds and factor-based mutual funds and ETFs. Macroclimate also offers an ESG-based investment strategy.
Assets Under Management$210M
Clients43
Advisors2
Avg. per Client$4.9M
Avg. per Advisor$110M
Fee Structure
Minimum Investment:$200K
Investment management only (planning not offered)
Macroclimate charges an annual fee based on the value of your investments. The fee is calculated either as a percentage of the value of your account or as a flat fee. Fees are billed quarterly.
- $200,000 - $500,000: $2,000 flat fee
- $500,001 - $5,000,000: 0.40% per year
- $5,000,001 - $10,000,000: 0.35% per year
- Over $10,000,001: 0.25% per year
If your account value drops below $200,000, a maximum annual fee of 1.00% will be applied.
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