Macroview Investment Management Llc
4800 HAMPDEN LANE, Bethesda, Maryland 20814
Confirmed via SEC Form ADV registration data. This firm has a legal obligation to act in your best interest.
Compensation comes exclusively from client fees. No commissions, no product sales, no kickbacks.
No criminal, civil, or regulatory disclosures found in SEC or FINRA records.
This firm has disclosed additional revenue sources (insurance, brokerage, or proprietary products) in their SEC filings. Review the details below.
Fee Structure
Detailed Fee Schedule
plans are either a fixed fee ranging from $5,000 to $100,000 or 0.10% to 0.50% per annum based on a percentage of the gross market value of a Plan’s assets on which MacroView provides consulting services. Any fees charged outside of the above stated range must be approved by MacroView’s
Source: Form ADV Part 2 BrochureCompensation Transparency
- Also offers proprietary investment products
These additional revenue sources are disclosed in the firm's Form ADV filing with the SEC. Ask the advisor directly how these affiliations affect the advice you receive.