Macro Wealth Management offers financial planning services covering investments, insurance, tax, college, debt, retirement, and estate planning. They build financial models using L.E.A.P. software and provide annual reviews. Macro Wealth Management also directs clients to third-party money managers like Symmetry Partners and AE Wealth Management for investment management services. They are compensated through a fee share from these managers.
Fee Structure
Macro Wealth Management does not directly manage investments. Instead, they recommend third-party money managers, Symmetry Partners and AE Wealth Management.
With Symmetry Partners, the total annual fee ranges from 0.20% to 1.40% of your portfolio, depending on the amount invested. Macro Wealth Management receives a portion of this fee, ranging from 0.15% to 1.00%.
With AE Wealth Management, the total annual fee is 1.45% of your portfolio, with Macro Wealth Management receiving 1.00% of that fee.
These fees are negotiable and paid either quarterly or monthly in arrears.