Macedon Financial Management offers portfolio management services tailored to individual client goals and risk tolerance. They create investment plans and manage portfolios with discretionary authority. They also offer consulting services to pension and employee benefit plans, including guidance on investment objectives, asset allocation, and manager selection. Macedon Financial generally limits its investment advice to mutual funds, fixed income securities, real estate funds, insurance products, equities, ETFs, treasury inflation protected/inflation linked bonds and non-U.S. securities.
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1M+ | 1.00% |
Fees are generally negotiable.