Macroview Investment Management LLC
Assets Under Management
$296.9M
Number of Clients
225
Number of Advisors
4
Average Client AUM
$1.3M
AUM per Advisor
$74.2M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
MacroView Investment Management offers personalized investment management services with continuous supervision and trading. They evaluate client goals, risk tolerance, and liquidity needs to formulate specific investment plans. Financial planning is offered to all Personal Wealth Management clients and à la carte to others.
Fee Structure
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
Location
4800 Hampden Lane, Suite 200, Bethesda, MD, 20814