Maqro Advisors LLC
Answer a few questions and
get matched with an advisor.
Learn more about Maqro Advisors LLC
Overview
Maqro Advisors LLC operates as an advisory company that has its headquarters in Austin, Texas. The company handles $157.9 million in total assets across 640 customer accounts, making it a mid-tier investment advisory firm in the nation by assets under management (AUM). It has a small team, including 3 financial advisors. Maqro Advisors LLC does not act as a registered broker-dealer, signifying that the firm is not able to buy and sell securities for its own accounts as well as its customers' and instead has to go through a broker-dealer firm to do so. Securities are defined as exchangable fiscal assets such as bonds, equities and options.
Maqro Advisors LLC administers some of its client assets in a discretionary manner. Discretionary management is a structure in which buy and sell judgments for the client's account are made by a portfolio manager without requiring the client's approval. The company also administers 489 non-discretionary accounts totaling $146.7 million in AUM. The advisory firm's typical account size is $246,691. An average financial advisor at Maqro Advisors LLC administers around 213 client accounts.
Maqro Advisors LLC's main office is located at 7004 Bee Caves Road, Austin, Texas 78746. The company is registered to serve customers in the state of Texas.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Maqro Advisors LLC by the Numbers
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$157.9 million
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
4
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/accounts@2x.png)
640
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/account-size@2x.png)
$246.7 thousand
Products and Services
Maqro Advisors LLC offers multiple services, which can consist of financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles and portfolio management for institutional clients. However, the firm did not provide financial planning services to any of its customers in the last fiscal year. The company does not sell products or offer services other than investment advisory services to its investment advisory clients.
Core Advisor Services
-
Offered by 31% of firms
Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
-
Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
-
Find a firm that offers this service
Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
-
Find a firm that offers this service
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
-
Find a firm that offers this service
Publication of Periodicals
This is the publication of various financial education materials.
-
Find a firm that offers this service
Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Fees for financial management typically vary depending on which services the firm provides the client. Fees charged by the firm most likely consist of some blend of the following fee structures: asset-based or performance-based. Maqro Advisors LLC participates in a wrap fee program, in which the firm offers a service bundle for a comprehensive fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
-
Find one of the 10% of firms that offer this fee type
Other
Types of Clients
Maqro Advisors LLC caters to retail investors, high net worth investors, pooled investment vehicles and charitable organizations. Out of its 640 accounts, Maqro Advisors LLC's biggest client group by number of accounts is high net worth investors, though it also caters to 67 high-net-worth individuals. The SEC defines a high-net-worth individual as someone who has at least $750,000 in AUM or a net worth of more than $1.50 million or who is deemed a "qualified purchaser" (a standard met by having at least $5 million in investments). None of the firm's clients are non-U.S. persons.
- High-Net-Worth Individuals* - 85.9%
- Other Individuals - 5.13%
- Corporations - 7.69%
- Charitable Organizations - 1.28%
* 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.
Disclosures
Maqro Advisors LLC does not have any disclosures.
Please visit its Form ADV for more details.
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.
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.