Macco Financial offers wealth management services, including investment management and financial planning, to individuals, high net worth individuals, and trusts. Macco Financial creates customized investment strategies based on client goals, risk tolerance, and financial situations. The firm primarily uses low-cost, diversified mutual funds and exchange-traded funds (ETFs) in its model portfolios. Financial planning services cover investment planning, retirement planning, personal savings, education savings, and insurance needs. Macco Financial may also refer clients to other specialists like accountants and attorneys.
Fee Structure
Macco Financial charges a fee based on the value of your portfolio. The annual fee can be up to 1.30%, depending on the complexity of your situation, the amount of assets managed, and your overall relationship with Macco Financial. The fee is paid quarterly, in advance. Fees may be negotiable.