MH
CFP
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
4 advisors
Number of Clients
225 clients
Average Client Portfolio
$1.3M average
Assets Under Management
$296.9M
Fee Structure
Minimum Investment:$300K
Financial Planning:Included in AUM fee
Financial Plan Fee:$500 - $10,000
Hourly Rate:Up to $500/hr
Fees for Personal Wealth Management generally do not exceed 1.5% annually and are negotiable. Financial planning is included for Personal Wealth Management clients. For à la carte financial planning, the hourly rate is up to $500 per hour. The minimum fixed fee is generally $500, and the maximum fixed fee is generally no more than $10,000.
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement Planning
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Advisor Information
Office location
4800 Hampden Lane, Suite 200, Bethesda, MD, 20814
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Macroview Investment Management LLC
July 2023 - Present · 2 yrs 6 mos
Previous Registrations
Verdence Capital Advisors, LLC
June 2017 - April 2023 · 5 yrs 10 mos
Hightower Securities, LLCBroker
February 2012 - June 2017 · 5 yrs 4 mos
Hightower Advisors, LLC
February 2012 - June 2017 · 5 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated Broker
November 2010 - February 2012 · 1 yr 3 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
November 2010 - February 2012 · 1 yr 3 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
December 2009 - November 2010 · 11 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated Broker
December 2009 - November 2010 · 11 mos
T. Rowe Price Advisory Services, INC.
June 2009 - December 2009 · 6 mos
T. Rowe Price Investment Services, INC.Broker
December 2007 - December 2009 · 2 yrs
State Registrations1 state
MD
Advisor
Exams
No exam information available for this advisor.