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They include 603 individual clients, 66 high-net-worth individuals, and 6 corporations and other businesses.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 27 May 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Macro Advisors offer?","answer":"Macro Advisors provides financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other managers.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Macro Advisors charge?","answer":"Macro Advisors charges 1.00%–1.50% a year for its Portfolio Management Services. The fee is billed in arrears and is negotiable.","source":"MACRO ADVISORS, INC. ADV BROCHURE, filed 27 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Macro Advisors use?","answer":"Macro Advisors’ separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $346M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 27 May 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Macro Advisors have?","answer":"Macro Advisors has 9 investment adviser representatives registered with state securities authorities, out of 9 employees, and 8 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 8 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Macro Advisors invest in?","answer":"At the end of its last fiscal year, Macro Advisors’ separately managed accounts held 61% registered funds (mutual funds, ETFs, BDCs), 29% U.S. government and agency bonds, 6% exchange-traded equities, 3% cash and equivalents and 1% other. 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dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}