Advisor at Macro Advisors, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Macro Advisors, Inc.
Location
York, PA 17404
Credentials
CFP®, Series 65
Industry experience
10 years
Mikesh Desai is a CFP® and Series 65-licensed financial advisor at Macro Advisors, Inc. with 10 years of industry experience. He has been with Macro Advisors since 2015. Outside of his advisory role, he also works as an independent insurance agent, focusing on term insurance, whole life, long-term care, and disability insurance. Macro Advisors, Inc. serves individual investors, retirement plans, trusts, estates, charitable organizations, and business entities, offering portfolio management, financial planning, and retirement plan advisory services. The firm employs proprietary model portfolios and a combination of modern portfolio theory and various analytical strategies to tailor investments to client risk profiles.
Based on Macro Advisors, Inc.
Based on Macro Advisors, Inc.
Less than $250,000 - $250,000: 1.5% $250,001 - $500,000: 1.25% $500,001 - $1,000,000: 1.00% $1,000,001+: Negotiable
Insurance commissions earned by persons licensed as insurance agents affiliated with the firm, separate and in addition to advisory fees.
$150.00 per hour for financial planning services, negotiable depending on scope and complexity.
Account minimum: $100,000
526 Greenbriar Road
York, PA 17404
Pennsylvania
Macro Advisors, Inc.
2025 - Present (1 year)
Macro Advisors, Inc.
2019 - Present (7 years)
Macro Advisors, Inc.
2015 - Present (11 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
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