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Credentials
Series 65
Experience Industry experience
3 years
Location
Remote
iA Private Wealth (USA) Inc.
Team
Total advisors
10Clients per advisor
20 Very LowAvg AUM per client
$663,934 LowHNW client ratio
14% LowJosef Macek is a Series 65 licensed financial advisor with iA Private Wealth (USA) Inc., where he has worked since 2014. He has three years of industry experience and also serves as a portfolio manager with iA Private Wealth Inc., the firm's Canadian affiliate. Outside of advisory work, he is president of a holding company involved in leasing and managing office property. iA Private Wealth (USA) Inc. offers discretionary investment management, separately managed accounts, and financial planning services to individuals, trusts, estates, corporations, and other entities. The firm employs a combination of fundamental and technical analysis alongside asset allocation models, maintains ongoing portfolio reviews, and provides tax-efficient asset location and rebalancing.
Based on iA Private Wealth (USA) Inc.
Based on iA Private Wealth (USA) Inc.
Fixed fees may be charged for financial planning services depending on scope and complexity.
0.5% to 2.5% annually (varies by asset size, client, services, and negotiations)
Possible hourly fees for financial planning services, if applicable.
Performance-based fees may be charged on client accounts based on capital appreciation share.
Account minimum: $250,000 Fee-only: Fixed or hourly fees may be charged for financial planning services depending on scope and complexity.
Texas
3 years of industry experience
iA Private Wealth
2014 - Present • 12 years
Winnipeg Manitoba
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Trust company
They provide trust and estate administration services, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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