Wealth Management
striving to provide performance plus impact at low cost
“Low fee” should be considered relative to services provided. As cited by Investopedia, the average percentage of assets under management (AUM) fee charged by financial advisors in 2021 was 1.02% annually.
Macroclimate® accounts include:
Low-cost institutional-grade Dimensional funds
Diversified portfolio tailored to your risk tolerance, time horizon and cash needs
Automatic tax-efficient rebalancing
State-of-the-Art Digital Technology
Macroclimate uses secure state-of-the-art web technology to automate service delivery for your convenience, lower cost, and faster response. This includes the full functionality of the Charles Schwab online portal, and 24x7 availability of portfolio performance reports — updated as of yesterday’s close.
Automation also means enhanced services. For example, graphical performance reports are interactive for improved clarity and understanding. Automation also plays an important role in our internal operations — we utilize state-of-the-art algorithmic rebalancing to facilitate timely cash management, tax minimization, and cost-effective trading for your benefit.