Wade Cornett
Advisor at Macro Advisors, Inc. — York, PA
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
ChFC®, Series 63
Experience Industry experience
31 years
Location
York, PA 17404
Macro Advisors, Inc.
Team
Wade Cornett is a financial advisor at Macro Advisors, Inc. with 31 years of industry experience. He holds the ChFC® and Series 63 designations. His prior experience includes roles at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, MetLife Securities Inc., and Metropolitan Life Insurance Company. Cornett also manages a small portfolio of rental properties as a personal business activity. Macro Advisors, Inc. provides investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charities, and other business entities. The firm manages approximately $371 million for about 669 clients through a team of nine advisors, using proprietary model allocations that combine equities, hedging strategies, and fixed-income securities, with regular portfolio monitoring and rebalancing.
Based on Macro Advisors, Inc.
Based on Macro Advisors, Inc.
Less than $250,000 - $250,000: 1.5% $250,001 - $500,000: 1.25% $500,001 - $1,000,000: 1.00% $1,000,001+: Negotiable
Insurance commissions earned by persons licensed as insurance agents affiliated with the firm, separate and in addition to advisory fees.
$150.00 per hour for financial planning services, negotiable depending on scope and complexity.
Account minimum: $100,000
York, PA
526 Greenbriar Road
York PA 17404
Advisors at this office
7
Pennsylvania
31 years of industry experience
Macro Advisors, Inc
2024 - Present • 2 years
York, PA
Mass Mutual Investors Services
2017 - 2024 • 7 years
York, PA
Massachusetts Mutual Life Insurance Company
2016 - Present • 10 years
Springfield, MA
MetLife Securities Inc.
1995 - Present • 31 years
York, PA
Metropolitan Life Insurance Company
1995 - Present • 31 years
York, PA
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
A client's investment-related complaint, arbitration or lawsuit, including ones that were denied, withdrawn or settled.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
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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