Macedon Financial Management, LLC

Fee-Only (% of Portfolio)

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.

Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.50%
$1M+1.00%

Fees are generally negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1 Advisors at this firm