M
Macro Trend, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$24,730,000
Total clients
12
25% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
12
Average account size
$2,060,833
About
Macro Trend, LLC provides discretionary investment management and related financial planning to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations and small businesses. Services described in the brochure include portfolio management, retirement planning, education funding, tax and estate planning, and periodic reviews of client financial objectives.
The firm typically manages accounts using fundamental, technical and cyclical analysis and may implement long- and short-term purchases, trading and option-writing strategies; it also accesses third‑party manager portfolios through the Envestnet strategist network. For separately managed accounts the firm discloses the use of borrowing, derivatives and option strategies, and conducts quarterly account reviews with more frequent monitoring as warranted.
Compared with many independent, solo-advisor shops, Macro Trend combines a relatively small client base and about $24.73 million in discretionary AUM (resulting in a high average account size) with ERISA plan consulting offered as limited‑scope 3(21) fiduciary services—an offering that is less common among peers. The firm does not custody client assets (clients maintain control of assets), and its use of leverage, derivatives and third‑party strategists in a small, bespoke client roster is a noteworthy operational characteristic.
Client services
Portfolio management
Pension consulting
Selection of other advisers
Expertise
Wealth management
Fee options
Flat fee up to $5,000 annually for ERISA plan services
$250,000 - $1,000,000: 1.5% annually $1,000,001 - $10,000,000: 1.00% annually Over $10,000,000+: Negotiable
Account minimum: $250,000 Fee-only: Asset management fees as a percentage of assets under management; Envestnet bundled fee between 0.25% and 0.70%; ERISA plan fee up to 0.50% or flat fee up to $5,000 annually
Main office location
Macro Trend, LLC
Columbia MO, United States
Number of offices
1
Most active in
Macro Trend, LLC has reported serving >5 clients in these states in the last 12 months.
Missouri
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:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
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.
Forms ADV
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")