Macfarlane Investors offers investment management, financial planning, and tax planning. Investment options include stocks, bonds, real estate, and cryptocurrencies. Financial planning includes cash flow forecasting, retirement planning, estate planning, and insurance needs analysis. Macfarlane Investors generally has the authority to make trades without asking first, but these trades are subject to the client's investment goals.
Fee Structure
Macfarlane Investors charges an onboarding fee to create a financial plan. After that, clients pay a percentage of their investments managed by Macfarlane Investors. There are two fee schedules:
Current Standard Schedule (generally applied to new clients): 1.00% of the value of your portfolio, billed quarterly.
Legacy Schedule (for certain existing clients):
- $0-$192,900: 0.00%
- $192,901-$249,999: 0.50%
- $250,000-$499,999: 0.625%
- $500,000-$999,999: 0.750%
- $1,000,000-$1,999,999: 0.875%
- $2,000,000+: 1%