Macro Trend, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Macro Trend, LLC provides discretionary investment management and related financial planning to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations and small businesses. Services described in the brochure include portfolio management, retirement planning, education funding, tax and estate planning, and periodic reviews of client financial objectives.
The firm typically manages accounts using fundamental, technical and cyclical analysis and may implement long- and short-term purchases, trading and option-writing strategies; it also accesses third‑party manager portfolios through the Envestnet strategist network. For separately managed accounts the firm discloses the use of borrowing, derivatives and option strategies, and conducts quarterly account reviews with more frequent monitoring as warranted.
Compared with many independent, solo-advisor shops, Macro Trend combines a relatively small client base and about $24.73 million in discretionary AUM (resulting in a high average account size) with ERISA plan consulting offered as limited‑scope 3(21) fiduciary services—an offering that is less common among peers. The firm does not custody client assets (clients maintain control of assets), and its use of leverage, derivatives and third‑party strategists in a small, bespoke client roster is a noteworthy operational characteristic.
Client services
Expertise
Fee options
Flat fee up to $5,000 annually for ERISA plan services
$250,000 - $1,000,000: 1.5% annually $1,000,001 - $10,000,000: 1.00% annually Over $10,000,000+: Negotiable
Account minimum: $250,000 Fee-only: Asset management fees as a percentage of assets under management; Envestnet bundled fee between 0.25% and 0.70%; ERISA plan fee up to 0.50% or flat fee up to $5,000 annually
Main office
Columbia MO
Advisors at this office
1
Most active in
Missouri
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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