Columbus Macro provides investment management services through agreements with broker-dealers, financial institutions, and registered investment advisors. Columbus Macro also participates in programs as a model provider, offering security holdings and percentage weightings. Columbus Macro offers customized portfolio solutions for high net worth families and institutional clients. Columbus Macro may recommend a rollover of a client’s retirement assets into an IRA account that is managed by Columbus Macro.
Fee Structure
Columbus Macro's fees for managing your investments vary based on the type of service and the investment strategy used. The annual fees are:
- Sub-Advisory: 0.05% to 0.45%
- Model Provider: 0.40% to 0.50%
- Direct Advisory: 0.20% to 1.00%
Fees are negotiable for institutional and high net worth clients in direct advisory relationships. Fees are calculated based on the value of the assets in the account on the last business day of the prior billing period.