Macaulay & Associates provides wealth management, financial planning, and investment consulting services. Financial planning covers areas like retirement, education, and insurance needs. Investment management involves creating a portfolio of mutual funds, exchange-traded funds, and individual stocks and bonds. Macaulay may recommend independent managers for client portfolios and provides ongoing oversight. Macaulay also offers retirement plan advisory services to plan sponsors.
Fee Structure
Macaulay & Associates manages investments for a quarterly fee, paid in advance, based on the value of your portfolio. The fees range up to 2.50% annually, but the average fee is approximately 1.00%. Fees may be negotiable. The fees do not include brokerage, transaction, or custody fees.