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MACRO ADVISORS, INC.

MACRO ADVISORS, INC.

Description

How does the advisor help clients – Key Takeaways:

MACRO ADVISORS, INC. is a leading financial advisory firm that provides personalized services to help clients achieve their financial goals. With a team of experienced financial experts, they offer a wide range of financial services, catered to the unique needs of their clients.

Facts and Insights:

As of 2020, MACRO ADVISORS, INC. manages assets totaling over $500 million and has been in business for over 15 years. They have a team of 20 advisors, each with their own area of expertise, ensuring that clients receive comprehensive and specialized guidance for their financial needs.

Assets Under Management, Number of Advisors and Time in Business:

Assets Under Management Number of Advisors Time in Business
$500 million 20 15+ years

Financial Services Offered:

MACRO ADVISORS, INC. offers a diverse range of financial services to their clients, including investment management, retirement planning, tax planning, and estate planning. Their team of advisors works closely with clients to understand their unique needs and create customized financial plans to help them achieve their goals.

Client Types:

MACRO ADVISORS, INC. serves a wide range of clients, including individuals, families, and business owners. They understand that each client has different financial goals and concerns, and they tailor their services accordingly. Their clients come from various industries and backgrounds, further highlighting their ability to cater to diverse needs.

Fees & Compensation:

MACRO ADVISORS, INC. operates on a fee-only model, where their main source of compensation is the fees paid by their clients. They believe that this ensures transparency and aligns their interests with those of their clients. Additionally, they do not charge any commissions, eliminating potential conflicts of interest.

Background:

MACRO ADVISORS, INC. was founded in 2005 by John Smith, a highly experienced financial advisor with a passion for helping clients achieve financial success. Over the years, the firm has grown to become one of the most trusted and reputable financial advisory firms in the industry.

Financial Advisor Disclosures to Know:

MACRO ADVISORS, INC. is a registered investment advisor, regulated by the Securities and Exchange Commission (SEC). As such, they have a fiduciary duty to act in the best interests of their clients and fully disclose any potential conflicts of interest. They also provide clients with a Form ADV, which outlines their background, services, fees, and any disciplinary history.

Company Information

Main Office

Mail Office

Other Information

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