GlobalMacro Capital Management provides investment management through separately managed accounts and model portfolios. They use a global multi-asset class approach, investing in publicly traded securities like ETFs, mutual funds, and closed-end funds. GlobalMacro offers Core, Specialized, and Opportunistic investment strategies tailored to client needs. They also provide retirement plan consulting services to businesses.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.5M | 0.90% |
| $2.5M - $5.0M | 0.80% |
| $5.0M - $7.5M | 0.70% |
| $7.5M - $10.0M | 0.60% |
| $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.