Macro Wealth Advisors, Inc. logo

Macro Wealth Advisors, Inc.

Updated today

Total assets under management

$14,810,797

Total clients

29

45% high-net worth

Total advisors

2

of 3 employees

Firm size

Supported

1-3 advisors or $200M+ in AUM

Average clients per advisor

15

Average account size

$510,717

Client services

Financial planning Portfolio management Selection of other advisers

Fee options

Fixed

Financial planning fees charged on a fixed fee basis, typically up to $5,000

Percentage

$0 - $250,000: 1.15% $250,000 - $500,000: 1.10% $501,000 - $1,000,000: 0.95% $1,001,000 - $3,000,000: 0.75% $3,001,000 - $5,000,000: 0.55% $5,001,000+: 0.50%

Other

Account minimum: $500,000 (negotiable, exceptions possible) Minimum fee: Minimum annual fees ranging from $100 to $150 depending on program Fee-only: Fixed fee financial planning up to $5,000; advisory fees on Envestnet platform vary by program and assets

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Main office location

Macro Wealth Advisors, Inc.

3109 Gillespie Rd.

Mckinney TX 75072, United States

Number of offices

1

Advisors at this firm

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