MACC IV Group LLC is a wealth management firm that manages investment portfolios for individuals and trusts. They build diversified portfolios using equities, fixed income, and cash equivalents. MACC IV Group tailors portfolios to each client's goals and risk tolerance. They also facilitate estate planning document preparation through a partnership with Wealth, Inc.
Assets Under Management$33M
Clients170
Advisors1
Avg. per Client$190K
Avg. per Advisor$33M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $8K | 3.00% |
| $8K+ | 1.25% |
Clients with a portfolio balance of less than $8000, the fee is a flat $25/quarter (not to exceed a client being charged over 3% annually). The fee is non-negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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