MACC IV Group
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$32,500,000
Total clients
170
12% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
170
Average account size
$191,176
About
MACC IV Group provides discretionary portfolio management and retirement and investment planning for individuals and trusts, and offers free review, selection and ongoing rebalancing of employer-qualified retirement plans (401(k), 403(b), and profit-sharing). The firm holds client accounts at Altruist LLC and reports no account minimums to open or maintain an advisory relationship.
The firm's investment approach emphasizes diversified asset allocation across equities, fixed income, and cash equivalents, implemented primarily through curated mutual fund portfolios that are reviewed for performance and turnover. Portfolios are managed on a discretionary basis and tailored to clients’ goals and risk tolerances; clients may impose restrictions on holdings and may consent to limited margin use when appropriate.
Noteworthy operational features include a technology-enabled estate-planning facilitation through a third-party provider (Wealth, Inc.), with optional attorney consultations available separately, and complimentary employer-plan services that are offered apart from its investment management. The firm reports approximately $32.5 million in discretionary assets across about 170 client relationships and accepts proxy-voting authority to carry out its investment decisions.
Client services
Financial planning
Portfolio management
Expertise
Wealth management
General retirement planning
Fee options
$8,000+: 1.25% annually
Account minimum: $8,000 Minimum fee: $25 per quarter for accounts under $8,000 (not to exceed 3% annually)
Most active in
MACC IV Group has reported serving >5 clients in these states in the last 12 months.
Arizona · California · Georgia · Illinois · Maryland · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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