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 63
Industry experience
29 years
Shannon Shupp is a CFP® with 29 years of industry experience, currently serving as an advisor at Macro Advisors, Inc. since 2017. Prior to this, Shupp worked for Metropolitan Life Insurance Company and MetLife Securities Inc. from 1995 to 2017. Outside of advisory services, Shupp is an independent insurance agent specializing in term, whole life, long-term care, and disability insurance. Macro Advisors, Inc. serves individual investors, retirement plans, trusts, estates, charitable organizations, and business entities with portfolio management and financial planning services. The firm employs proprietary model portfolios and a combination of modern portfolio theory and fundamental, technical, and cyclical analysis to tailor investment strategies 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.
2017 - Present (9 years)
Metropolitan Life Insurance Company
1995 - 2017 (22 years)
MetLife Securities Inc.
1995 - 2017 (22 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.
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