Seth Huling
Advisor at Macro Wealth Management, 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.
Advisor at Macro Wealth Management, 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.
Location
Peoria, IL 61614
Credentials
Series 65
Industry experience
3 years
Seth Huling is a financial advisor at Macro Wealth Management, Inc. in Peoria, IL, holding a Series 65 credential with three years of industry experience. His work history includes roles at Trillium Staffing, Chipotle Mexican Grill, Home Advisor, Imperial Service Systems, and Qdoba Mexican Grill prior to joining Macro Wealth Management. Macro Wealth Management serves individual and high-net-worth clients as well as certain retirement and profit-sharing plans, providing financial planning and advisory services. The firm uses comprehensive financial plans developed with L.E.A.P. software and generally directs clients to third-party money managers, employing fundamental, technical, and cyclical analysis to inform asset allocation and risk profiles.
Based on Macro Wealth Management, Inc.
Based on Macro Wealth Management, Inc.
Fixed financial planning fee up to $3,950, negotiable
$0 - $250,000: 1.40% total fee (Symmetry Partners split: 1.00%, MWM split: 0.40%) $250,001 - $750,000: 1.20% total fee (Symmetry Partners split: 0.85%, MWM split: 0.35%) $750,001 - $1,250,000: 1.05% total fee (Symmetry Partners split: 0.75%, MWM split: 0.30%) $1,250,001 - $2,000,000: 0.90% total fee (Symmetry Partners split: 0.65%, MWM split: 0.25%) $2,000,001 - $3,000,000: 0.75% total fee (Symmetry Partners split: 0.55%, MWM split: 0.20%) $3,000,001 - $5,000,000: 0.60% total fee (Symmetry Partners split: 0.45%, MWM split: 0.15%) $5,000,001 - $10,000,000: 0.40% total fee (Symmetry Partners split: 0.30%, MWM split: 0.10%) $10,000,001+: 0.20% total fee (Symmetry Partners split: 0.15%, MWM split: 0.05%) $0 - $1,499,999: 1.45% total fee (AE Wealth Management split: 1.00%, MWM split: 0.45%) $1,500,000 - $2,999,999: 1.30% total fee (AE Wealth Management split: 0.85%, MWM split: 0.45%) $3,000,000+: 1.15% total fee (AE Wealth Management split: 0.70%, MWM split: 0.45%)
Up to $300 per hour for financial planning services
Account minimum: $10,000 Fee-only: Fixed fees for financial planning up to $3,950; Hourly fees up to $300/hour
6915 N. Knoxville Avenue, Upper Level Suite B
Peoria, IL 61614
Illinois
Macro Wealth Management
2022 - Present (4 years)
Macro Wealth Management
2021 - Present (5 years)
Trillium Staffing
2021 - 2021 (1 year)
Chipotle Mexican Grill
2021 - 2021 (1 year)
Home Advisor
2020 - 2021 (1 year)
Imperial Service Systems
2017 - 2020 (3 years)
Qdoba Mexican Grill
2010 - 2017 (7 years)
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Is active or affiliated with:
Insurance agent
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
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