Acm Macro LLC

Fee-Only (% of Portfolio)

ACM Macro LLC provides investment supervisory services for high net worth individuals and related entities, including profit sharing plans and endowments. ACM Macro manages advisory accounts on a discretionary or non-discretionary basis, primarily comprised of individual equities, but may also include bonds, mutual funds, and other investment products, or be invested solely in fixed income securities. ACM Macro also offers a stablecoin-enabled cash management program for eligible clients. Meetings with clients occur at least annually to review account performance and ascertain whether the client’s individual needs or goals have changed.

Assets Under Management$5.2M
Clients15
Advisors1
Avg. per Client$340K
Avg. per Advisor$5.2M

Fee Structure

Investment management only (planning not offered)

ACM Macro offers two fee schedules:

  • Class A: 2.0% annual management fee and a 20.0% performance fee.
  • Class B: 35.0% performance fee with no management fee.

The investment advisory fee for each quarter is calculated based on the market value of the client’s account on the last day of the quarter. The performance fee is calculated based on the net increase of the client’s portfolio value over each quarter. ACM Macro may agree to other fee arrangements based upon a number of factors.

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Location

1 Advisors at this firm

Acm Macro LLC | TrueAdvisor