Macro Wealth Management, Inc.

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Client assets under management

$68,698,480

Clients

181

35% high-net worth

Advisors

of 4 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Low

Average account size

$379,550

About

Macro Wealth Management serves individual and high‑net‑worth clients as well as pension and profit‑sharing plans, delivering comprehensive financial planning and directing implementation to third‑party money managers. The firm builds and updates client financial models using LEAP software, conducts annual reviews, and typically arranges investment management through third‑party advisers such as Symmetry Partners and AE Wealth Management rather than directly managing client portfolios.

The firm’s advisory work focuses on setting appropriate asset allocation and stock‑vs‑bond exposure through a client risk assessment, and it relies on manager‑constructed, broadly diversified portfolios (Symmetry portfolios are described as having exposure to over 40 countries and using funds from Dimensional, Vanguard, AQR, among others). Its stated methods of analysis include fundamental, technical, and cyclical approaches, and the brochure describes use of both long‑term and short‑term strategies as well as disclosure of risks for asset classes including cryptocurrencies.

Distinctive features noted in the brochure include the firm’s role as a licensed insurance broker/agent and its disclosure that principals may offer commissionable insurance products and receive commissions or referral payments (the brochure also discloses a 1% payment from a lender), creating potential conflicts of interest that are addressed in disclosures. The firm also highlights fee‑sharing arrangements with third‑party managers and discusses managing accounts billed on performance‑based fees in one section while another section states it does not accept performance‑based fees, making its compensation and implementation model more complex than is typical for peer team firms.

Client services

Financial planning Selection of other advisers

Expertise

College savings (529s, UTMA, etc.) Life insurance needs analysis Disability insurance Long-term care insurance Cash flow / budgeting

Fee options

Fixed

Fixed financial planning fee up to $3,950, negotiable

Percentage

$0 - $250,000: 1.40% total fee (Symmetry Partners split: 1.00%, MWM split: 0.40%) $250,001 - $750,000: 1.20% total fee (Symmetry Partners split: 0.85%, MWM split: 0.35%) $750,001 - $1,250,000: 1.05% total fee (Symmetry Partners split: 0.75%, MWM split: 0.30%) $1,250,001 - $2,000,000: 0.90% total fee (Symmetry Partners split: 0.65%, MWM split: 0.25%) $2,000,001 - $3,000,000: 0.75% total fee (Symmetry Partners split: 0.55%, MWM split: 0.20%) $3,000,001 - $5,000,000: 0.60% total fee (Symmetry Partners split: 0.45%, MWM split: 0.15%) $5,000,001 - $10,000,000: 0.40% total fee (Symmetry Partners split: 0.30%, MWM split: 0.10%) $10,000,001+: 0.20% total fee (Symmetry Partners split: 0.15%, MWM split: 0.05%) $0 - $1,499,999: 1.45% total fee (AE Wealth Management split: 1.00%, MWM split: 0.45%) $1,500,000 - $2,999,999: 1.30% total fee (AE Wealth Management split: 0.85%, MWM split: 0.45%) $3,000,000+: 1.15% total fee (AE Wealth Management split: 0.70%, MWM split: 0.45%)

Project-based

Up to $300 per hour for financial planning services

Other

Account minimum: $10,000 Fee-only: Fixed fees for financial planning up to $3,950; Hourly fees up to $300/hour

Main office location

Macro Wealth Management, Inc.

6915 N. Knoxville Avenue, Upper Level Suite B

Peoria IL 61614, United States

Number of offices

Most active in

Illinois · Texas · Washington

Disclosures

Business activities & affiliations

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.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Facebook X Website 309-689-8481

Advisors at this firm

Cynthia S

ChFC®, Series 65

Peoria, IL

Macro Wealth Management, Inc.

Cynthia Streid is a financial advisor at Macro Wealth Management, Inc. with two years of industry experience. She holds the ChFC® designation and Series 65 license. Prior to joining Macro Wealth Management, she worked at Jones Lang LaSalle and Willis Towers Watson, and spent 27 years with State Farm Insurance. Macro Wealth Management serves individual and high-net-worth clients as well as retirement and profit-sharing plans, focusing on comprehensive financial planning and asset allocation. The firm employs third-party money managers to implement investment strategies and supports clients through periodic reviews and documented investment policy statements.

College savings (529s, UTMA, etc.) Life insurance needs analysis Disability insurance Long-term care insurance Cash flow / budgeting

Timothy S

Series 63, Series 65

Lake Forest, IL

Macro Wealth Management, Inc.

Timothy Streid is a financial advisor with Macro Wealth Management, Inc. in Lake Forest, IL, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has been involved with Wealth Designs, Inc. since 2002 and holds leadership roles in several non-investment businesses, including serving as president and partial owner of companies in the crane service, insurance, hospitality, and manufacturing sectors. Macro Wealth Management serves individual and high-net-worth clients as well as certain retirement and profit-sharing plans by providing comprehensive financial planning and advisory services. The firm employs a client-specific planning process using L.E.A.P. software and implements investment strategies primarily through third-party money managers, supporting clients with periodic reviews and documented investment policy statements.

College savings (529s, UTMA, etc.) Life insurance needs analysis Disability insurance Long-term care insurance Cash flow / budgeting

Mart M

Series 65

Lake Forest, IL

Macro Wealth Management, Inc.

Mart Mcclellan is a financial advisor at Macro Wealth Management, Inc. with 18 years of industry experience. He holds a Series 65 designation and has been with Macro Wealth Management since 2007. In addition to his advisory role, Mcclellan is an orthodontist and owns McClellan Orthodontics, where he works approximately 125 hours per month. Macro Wealth Management serves individual and high-net-worth clients as well as certain retirement and profit-sharing plans, focusing on comprehensive financial planning and asset allocation. The firm typically implements investment strategies by directing clients to third-party money managers and supports clients through periodic reviews and documented investment policy statements.

College savings (529s, UTMA, etc.) Life insurance needs analysis Disability insurance Long-term care insurance Cash flow / budgeting

Seth H

Series 65

Peoria, IL

Macro Wealth Management, Inc.

Seth Huling is a financial advisor at Macro Wealth Management, Inc. in Peoria, IL, holding a Series 65 credential with three years of industry experience. His work history includes roles at Trillium Staffing, Chipotle Mexican Grill, Home Advisor, Imperial Service Systems, and Qdoba Mexican Grill prior to joining Macro Wealth Management. Macro Wealth Management serves individual and high-net-worth clients as well as certain retirement and profit-sharing plans, providing financial planning and advisory services. The firm uses comprehensive financial plans developed with L.E.A.P. software and generally directs clients to third-party money managers, employing fundamental, technical, and cyclical analysis to inform asset allocation and risk profiles.

College savings (529s, UTMA, etc.) Life insurance needs analysis Disability insurance Long-term care insurance Cash flow / budgeting

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