MACC IV Group
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
MACC IV Group is a small, owner-operated wealth management firm that manages about $41.2 million in discretionary assets for individuals and trusts and provides portfolio management, retirement and investment planning. The firm also offers free review, selection and ongoing rebalancing of employer-qualified retirement plans and facilitates estate planning document preparation through a third‑party technology platform (Wealth, Inc.), with attorney consultations available separately.
The firm’s investment philosophy centers on strategic asset allocation across equities, fixed income, and cash equivalents and implementation primarily through mutual funds that are routinely reviewed for performance and turnover. MACC IV Group typically manages client accounts on a discretionary basis, tailors portfolios to client goals and risk tolerance, permits client-imposed security restrictions, and may use margin only with client consent.
Notable features for a firm of this size include no stated account minimums, explicit free support for employer retirement plan selection and rebalancing, and a technology-enabled estate planning option rather than in‑house legal services. The firm custodians assets at Altruist, maintains a written Code of Ethics and proxy‑voting policy, and discloses that its custody arises from authority to deduct advisory fees.
Client services
Expertise
Fee options
Flat $25 per quarter for portfolios under $8,000
$8,000+: 1.25% $0 - $7,999: $25/quarter flat fee (max 3% annually)
Account minimum: $8,000 Minimum fee: Flat $25 per quarter for portfolio balances less than $8,000, with a cap not to exceed 3% annually Fee-only: 1.25% AUM fee for accounts of $8,000 or more; flat fees for smaller accounts as described above
Main office
Chandler AZ
Advisors at this office
1
Most active in
Arizona · California · Georgia · Illinois · Maryland · Texas
Also doing business as
Macc Iv Group · Macc Iv Group LLC · Rodney Mckinnis
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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