About MACRO Consulting Group
MACRO Consulting Group is one of New Jersey's most distinguished financial planning firms. As an independent firm established in 1992, MACRO Consulting Group remains completely flexible in our offerings of investment products and services. We combine the knowledge, experience and energy of our staff to ensure each client receives unsurpassed personal and professional attention.
MACRO Consulting Group offers customized assistance for retirement and investment planning. With years of collective expertise, the MACRO team specializes in customized estate, retirement and tax planning for a clientele of affluent individuals - successful professionals, business owners, retirees and others. With a keen knowledge of the needs of the mature investor and a consistent concentration on long-term investment strategies, our clients can be sure we appreciate the complex concerns surrounding retirement. We use quality investments and insurance products to help our clients build a future of wealth and maintain their current lifestyle during retirement.
Please read the following important disclosures:
Pricing for accounts under $1,000,000. The fee for accounts over $1,000,000 is a flat 0.24%. Call to discuss pricing for endowments, trusts, and institutional accounts.
Flat Fee Portfolios is a dba of MACRO Consulting Group, LLC.
Advisory Services are offered through MACRO Consulting Group, LLC, a registered investment adviser with the Securities and Exchange Commission. MACRO Consulting Group, LLC only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements.
TD Ameritrade, Fidelity, Foliofn and LPL Financial are the firms that MACRO Consulting Group, LLC uses to custody our client assets. TD Ameritrade, Fidelity, Foliofn and LPL Financial and MACRO Consulting Group are separate and unaffiliated firms and are not responsible for each other’s services or policies. TD Ameritrade, Fidelity, Foliofn and LPL Financial do not endorse or recommend any advisor.
Please review Important Disclosure Information set forth in the last section of this web site.
Information on this web site is directed toward U.S. residents only.
TD Ameritrade, Inc. is the firm that we use to custody our client assets. TD Ameritrade and MACRO Consulting Group are separate and unaffiliated firms, and are not responsible for each other’s services or policies. TD Ameritrade does not endorse or recommend any advisor and the use of the TD Ameritrade logo does not represent the endorsement or recommendation of any advisor. Brokerage services provided by TD Ameritrade Institutional, Division of TD Ameritrade, Inc., member FINRA/SIPC/NFA. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. Used with permission.