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
ChFC®, Series 63
Industry experience
30 years
Wade Cornett is a financial advisor with Macro Advisors, Inc., holding the ChFC® designation and Series 63 license, and has 30 years of industry experience. His prior roles include positions at MML Investors Services, LLC, Massachusetts Mutual Life Insurance Company, MetLife Securities Inc., and Metropolitan Life Insurance Company. Outside of his advisory work, he manages five rental properties. Macro Advisors, Inc. serves individual investors, retirement plans, trusts, estates, charitable organizations, and business entities with portfolio management, financial planning, and retirement plan advisory services. The firm uses proprietary model portfolios and a combination of modern portfolio theory and various analytical methods 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
2024 - Present (2 years)
Mass Mutual Investors Services
2017 - 2024 (7 years)
Massachusetts Mutual Life Insurance Company
2016 - Present (10 years)
MetLife Securities Inc.
1995 - Present (31 years)
Metropolitan Life Insurance Company
1995 - Present (31 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
York, PA
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