Macro Wealth Advisors, INC.
Assets Under Management
$14.8M
Number of Clients
29
Number of Advisors
2
Average Client AUM
$511K
AUM per Advisor
$7.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Macro Wealth Advisors offers investment advice through TAMP programs, passive index portfolios, and structured notes. They also provide financial planning services encompassing income, investment, retirement, education, and insurance needs. The firm uses a four-stage planning process: discussion, assessment, design, and implementation. They may refer clients to third-party money managers.
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
Location
3109 Gillespie Rd., Mckinney, TX, 75072