Owen Stewart
Owen Stewart is a registered investment advisor at Macro Wealth Advisors, INC., based in Mckinney, TX, with 25 years of industry experience. Owen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Insurance Planning, Investment Management, Retirement Planning. Their firm serves 29 clients with $15M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Macro Wealth Advisors offers several investment options with different fee structures:
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Third-Party Asset Management Programs (TAMPs): Fees vary by TAMP. Macro Wealth Advisors receives a portion of the TAMP fee for opening and maintaining the account. The maximum fee payable to Macro Wealth Advisors is:
- Under $250,000: 1.15% per year
- $250,000 - $500,000: 1.10% per year
- $500,001 - $1,000,000: 0.95% per year
- $1,000,001 - $3,000,000: 0.75% per year
- $3,000,001 - $5,000,000: 0.55% per year
- Over $5,000,001: 0.50% per year
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Passive Index Portfolio and Structured Notes and Growth Portfolio: A flat fee of 0.80% per year, regardless of the amount you invest.
These fees do not include fees charged by Envestnet for their platform services, which range from 0.02% to 0.12% depending on the program and amount invested. There are also minimum annual fees per account for the Envestnet platform.
Location
3109 Gillespie Rd., Mckinney, TX, 75072
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Owen is the president of Macro Financial Concepts, Inc. dba Macro Wealth Concepts Inc. since 1994, dedicating about half of his time to it. He also owns rental property and is an insurance agent.
Employment History
Current Registrations
Macro Wealth Advisors, INC.
State Registrations1 state
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