MaQro Advisors provides wealth management services that include financial planning, consulting, and investment portfolio management. They help clients develop strategies for managing their assets, allocating them among various investments like mutual funds, ETFs, individual stocks and bonds, commodities, currencies, and alternative investments. MaQro Advisors also advises on investments held outside of their primary management, such as insurance contracts and retirement plans. They tailor their services to individual client needs and objectives, considering risk tolerance and financial situations.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
For certain client holdings (e.g., held-away assets, accommodation accounts, alternative investments, etc.), MaQro Advisors may negotiate a fee rate that differs from the standard 1%.