Macro Trend, LLC offers investment management services to individuals, pension and profit sharing plans, trusts, estates, charitable organizations, and small businesses. Services include determining financial objectives, identifying financial problems, cash flow management, tax planning, insurance review, investment management, education funding, retirement planning, and estate planning. Macro Trend also has an agreement with Envestnet to use their Third Party Strategist network.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $10.0M | 1.00% |
| $10M+ | 1.00% |
The annual fee may be negotiable. Macro Trend also uses Envestnet's Fund Strategist Network, where the total bundled fee ranges between 0.25% and 0.70%, depending on the Third Party Manager and the amount invested. This bundled fee is in addition to custodian fees and Macro Trend's advisory fees.