Macco Financial Group, Inc. provides customized wealth management services that combine continuous investment portfolio management with comprehensive financial planning. Macco Financial builds investment portfolios primarily using low-cost, diversified mutual funds, exchange-traded funds, individual stocks, bonds, and structured products tailored to each client's specific goals and risk tolerance. In addition to managing investments, Macco Financial assists clients with retirement planning, personal savings, education funding, and insurance needs. The firm primarily serves individuals, high-net-worth individuals, trusts, and retirement accounts, operating as a fiduciary required to act in your best interest.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.30% |
Wealth management fees range up to 1.30% annually based on complexity, asset level, and relationship size. Fees are negotiable at the firm's discretion.