Macquarie Wealth Advisers, LLC

Fee-Only (% of Portfolio)

Macquarie Wealth Advisers provides investment management services to pooled investment vehicles like hedge funds, private equity funds, and real estate funds. They act as a discretionary manager, making investment decisions for these funds. Macquarie does not tailor investment advice to individual investors in the funds, but rather provides advice directly to the fund itself. They may also provide non-discretionary investment advice to individuals and small institutions in connection with investing in alternative investments.

Assets Under Management$4.3B
Clients24
AdvisorsN/A
Avg. per Client$180M
Avg. per AdvisorN/A

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Macquarie Wealth Advisers, LLC | TrueAdvisor