Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.15% |
| $250K - $500K | 1.10% |
| $500K - $1.0M | 0.95% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.55% |
| $5M+ | 0.50% |
Fees and minimums are negotiable.
Fee Estimator
Macro Wealth Advisors offers investment advice through TAMP programs, passive index portfolios, and structured notes. TAMP fees vary. The firm's fee for TAMP accounts is based on the following tiers: 1.15% for <$250,000, 1.10% for $250,000-$500,000, 0.95% for $500,001-$1,000,000, 0.75% for $1,000,001-$3,000,000, 0.55% for $3,000,001-$5,000,000, and 0.50% for >$5,000,001. Passive Index and Structured Notes portfolios are charged a flat fee of 0.80% regardless of AUM. Financial planning fees range up to $5,000 depending on the complexity and planning stage needed. The minimum account size is $500,000, but fees and minimums are negotiable.
Areas of Practice
Advisor Information
Office location
3109 Gillespie Rd., Mckinney, TX, 75072
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Owen is the president of Macro Financial Concepts, Inc. dba Macro Wealth Concepts Inc. since 1994, dedicating about half of his time to it. He also owns rental property and is an insurance agent.