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Glenn Cackovic

11 Years of Experience
Wheaton, IL

Glenn Cackovic is a registered investment advisor at Globalmacro Capital Management, LLC, based in Wheaton, IL, with 11 years of industry experience. Glenn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 28 clients with $28M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
28 clients
Average Client Portfolio
$995K average
Assets Under Management
$27.9M

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.00%
$1.0M - $2.5M0.90%
$2.5M - $5.0M0.80%
$5.0M - $7.5M0.70%
$7.5M - $10.0M0.60%
$10M+0.50%

This fee schedule applies to Core and Specialized Strategies. Opportunistic Strategies have a different fee schedule: Up to $1,000,000: 2.00%, $1,000,000 to $2,500,000: 1.80%, $2,500,000 to $5,000,000: 1.60%, $5,000,000 to $7,500,000: 1.40%, $7,500,000 to $10,000,000: 1.20%, Over $10,000,000: 1.00%. Investment advisory fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Wheaton, IL

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Globalmacro Capital Management, LLC
May 2014 - Present · 11 yrs 11 mos
State Registrations1 state
IL
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.