Macro Strategy Advisors Group (MS Advisors) provides investment advice to high net worth individuals, trusts, family offices, investment companies, and charitable organizations. MS Advisors offers both discretionary and non-discretionary investment advisory services. For non-discretionary clients, MS Advisors provides research, advice, and recommendations, but the client must approve each transaction. MS Advisors also offers a wrap fee program through Insigneo Securities, LLC.
Assets Under Management$50M
Clients69
Advisors1
Avg. per Client$720K
Avg. per Advisor$50M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.70% |
| $5.0M - $15.0M | 0.60% |
| $15.0M - $25.0M | 0.50% |
| $25M+ | 0.50% |
Advisory fees may be individually negotiated with each client.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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