MacroVex offers asset management services, focusing on building portfolios tailored to clients' needs. They provide investor education through newsletters and other communications. MacroVex works with clients to develop and implement plans designed to build and preserve wealth. The firm analyzes clients' financial situations, investment goals, and risk tolerance to create suitable asset allocations and investment strategies. MacroVex monitors accounts, trades as necessary, and communicates regularly with clients.
Assets Under Management$29M
Clients121
Advisors1
Avg. per Client$240K
Avg. per Advisor$29M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
MacroVex charges a percentage of the amount you invest each year, billed monthly in advance. The fee is based on the ending balance of your account for the preceding month. The annual fee is:
- $150,000.00-$249,999.99: 1.5%
- $250,000.00-$499,999.99: 1.4%
- $500,000.00-$749,999.99: 1.3%
- $750,000.00-$999,999.99: 1.2%
- $1,000,000.00-$1,499,999.99: 1.1%
- $1,500,000.00-$1,999,999.99: 1.0%
- $2,000,000.00 and higher: Negotiable
A flat fee may also be negotiated.
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