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CFP

Christopher Thomas

Macroview Investment Management LLC
23 Years of Experience
Bethesda, MD
View SEC Summary
View SEC Summary

Christopher Thomas is a CFP-designated registered investment advisor at Macroview Investment Management LLC, based in Bethesda, MD, with 23 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 249 clients with $390M in assets under management.

Macroview Investment Management LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
249 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$387.1M

Fee Structure

Minimum Investment:$300K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Annual investment management fees generally do not exceed 1.5% and are negotiable based on account size, related accounts, and complexity. Fees are billed quarterly in arrears.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

4800 Hampden Lane, Suite 200, Bethesda, MD, 20814

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History

Regulatory 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.

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Other Business Activities

Christopher serves as treasurer for the National Capital Chapter-Society of Financial Service Professionals, an industry association. This activity involves minimal time.

Employment History
Current Registrations
Macroview Investment Management LLC
February 2018 - Present · 8 yrs 8 mos
Previous Registrations
Triad Advisors, LLC
February 2014 - February 2018 · 4 yrs
Planning Solutions Group, LLC
September 2013 - September 2019 · 6 yrs
Triad Advisors LLCBroker
September 2013 - February 2018 · 4 yrs 5 mos
Signator Investors, INC.
March 2004 - September 2013 · 9 yrs 6 mos
Signator Investors, INC.Broker
April 2003 - September 2013 · 10 yrs 5 mos
State Registrations1 state
MD
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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