Columbus Macro, LLC

CRD#286374
Investment Advisor Firm

Answer a few questions and
get matched with an advisor.

Find an Advisor

Overview

Columbus Macro, LLC operates as a financial advisor company located in Scottsdale, Arizona. Columbus Macro, LLC administers $492.6 million in assets over 2,830 accounts, placing it among the bigger firms in the United States by assets under management (AUM). Columbus Macro, LLC has a small group of eight employees, of which seven are financial advisors. Columbus Macro, LLC is not a registered broker-dealer, meaning the company cannot buy and sell securities for its own accounts as well as its clients' and instead has to go through a broker-dealer company to do so. Securities are tradable fiscal assets like options, bonds and stocks.

Columbus Macro, LLC oversees all of the firm's client assets in a discretionary manner. Discretionary management signifies that an investment advisor has the discretion to make transaction judgments without requiring client consent. The company's typical account size is $174,057. The average advisor at Columbus Macro, LLC administers around 404 client accounts.

Columbus Macro, LLC's main office is located at 15051 North Kierland Blvd, Scottsdale, Arizona 85254. The firm is legally permitted to provide services to clients throughout a few states, including Arizona, Florida and Pennsylvania.

Assets Under Management

$492.6 million

Number of Advisors

7

Fee Structure

Asset-based, Fixed

Disclosures

No

Office Location

15051 North Kierland Blvd
Scottsdale, AZ 85254

Columbus Macro, LLC by the Numbers

Total Assets Under Management

$492.6 million

National Average: $3.3 billion
Total Number of Employees

8

National Average: 4,943
Total Number of Accounts

2,830

National Average: 2,522
Average Account Size

$174.1 thousand

National Average: $1.3 million

Find a dedicated advisor for your needs

Sometimes a big firm may not be able to give you the one-on-one service that you need. That's where we come in to help match you with great personal financial advisors. Click here to find your advisor matches today.

Back to Overview

Fee Structure

A financial advisor's fees typically depend on which services the firm provides the client. Fee types charged by the firm likely include some combination of the following fee types: asset-based or fixed. The company participates in a wrap fee program, in which the company offers a service bundle for a comprehensive fee.

Available

  • Offered by 75% of firms

    Percentage of Assets

    Show Explanation

    This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

  • Offered by 40% of firms

    Fixed

    Show Explanation

    Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

Unavailable

  • Find one of the 37% of firms that offer this fee type

    Hourly

    Show Explanation

    Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

  • Find one of the 3% of firms that offer this fee type

    Commissions

    Show Explanation

    Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

  • Find one of the 17% of firms that offer this fee type

    Performance-based

    Show Explanation

    Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

  • Find one of the 1% of firms that offer this fee type

    Subscription

    Show Explanation

    Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

  • Find one of the 12% of firms that offer this fee type

    Other

    Show Explanation

    Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

Back to Overview

Types of Clients

Columbus Macro, LLC provides services to retail investors, high net worth investors and other investment advisors. Out of its 2,830 clients, Columbus Macro, LLC's biggest client group is retail investors, though it also serves one high-net-worth individuals. A high-net-worth individual is defined by the SEC as an investor who has at least $750,000 in AUM or a net worth of more than $1.50 million or who is considered a "qualified purchaser" (a standard met by having at least $5 million in investments). None of the company's customers are from outside of the U.S.

  • High-Net-Worth Individuals* - 12.5%
  • Other Individuals - 87.5%
  • Corporations - 0%
  • Charitable Organizations - 0%

* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.

Find an advisor who will work directly with you

Sometimes a big firm may not be able to give you the one-on-one service that you need. That's where we come in to help match you with great personal financial advisors. Click here to find your advisor matches today.

Back to Overview

Disclosures

Columbus Macro, LLC does not have any disclosures.

Please visit its Form ADV for more details.

Back to Overview
Back to Overview

Find a financial advisor near you

If you're interested in working with an advisor closer to you, we can help you find one. Click here to find your advisor matches today.

Back to Overview

This content was compiled from the SEC and FINRA